JCA Professional Profiles

James Capital Alliance, Inc. (JCA) is a related firm of James Investment Research (JIR), founded in 1972 by Francis E. James, Jr., Ph.D. The firm is located in Alpha, Ohio (just east of Dayton, Ohio).  James Capital Alliance offers wrap fee accounts.   James prides itself on its own research. James’ proprietary model is a quantitative tool which uses over two hundred factors to screen and analyze a data base of over 9000 stocks. The factors are generally value type factors, such as PE ratios, but relative strength and earnings momentum are also important. James' management encourages a creative approach to analysis, while requiring a strict adherence to company standards and policies. Barry James CEO Ann Shaw Treasurer Mike McGraw President, CCO Clare Thielen First Vice President Anne Brooks Senior Trader Yolanda Avery Operations Assistant Michael McGowan Investment Advisor Representative Ryan Post Trader Lesley Ott, IACCPSM Operations/Compliance Associate