Robert Eberhard

Associate Financial Planner

Robert serves as an Associate Financial Planner, working alongside lead advisors to help clients navigate important financial decisions through thoughtful planning, detailed analysis, and responsive support. He is committed to delivering a seamless and positive client experience while helping individuals and families work toward their long-term financial goals.

Before joining James full-time, Robert completed a nine-month internship with the firm, where he developed a strong understanding of the company’s systems, processes, and client service approach.

B.S. in Financial Services, Wright State University, OH

Away from the office:
Robert enjoys hiking & traveling with his fiancée, Molly, and strength training at the gym.

Meet Our Team

James Investment Research, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on this website are for general information only, based on sources we consider reliable, but cannot guarantee its accuracy. It should also not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration your unique financial situation, goals, or requirements.

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