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Fifth Third Investment Team James Morgan

Investment Executive

Day of the WeekHours
MondayClosed
Tuesday
9:00 AM - 5:00 PM
Wednesday
9:00 AM - 5:00 PM
Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 6:00 PM
Saturday
9:00 AM - 12:00 PM
SundayClosed

About James

Serving the Fort Thomas area, James provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, James works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I’ve been happily married for over 23 years, and we are blessed with a daughter. My wife and I have lived in the area for many years, and I know the people well. When I’m not helping my clients, I enjoy spending time with my family, playing golf, attending sporting events, and traveling.
By getting to know my clients and understanding their financial goals, I’m able to provide the personalized guidance to help them achieve their objectives. My goal is to help develop an individualized strategy which reflects each client’s specific needs.
I have been in the Financial Services Industry since 1994. I have been with Fifth Third Securitites since 1998.
Northern Kentucky University, Highland Heights, Kentucky
  • Series 7
  • Series 66
  • Life Insurance
Contact Me

About Fifth Third Securities

With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want.
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