James K Beakas

James serves as a managing partner and is a founding member of Strategic Wealth Management Group.  He has dedicated his entire career to serving the families he represents and is passionate about building meaningful relationships.  James and his team provide comprehensive wealth management solutions to individuals, families and businesses.

James holds an undergraduate degree in Finance from the University of Toledo.  He is also a proud graduate of St. Francis De Sales High School.  He has over 30 years experience in the financial services industry and founded Strategic Wealth Management Group in 2003. 

James has been very active in the local community, serving as a youth baseball and basketball coach for over 25 years.  He has also been involved with various service, business and professional organizations.  His current interests include playing baseball, golf, fishing, kayaking and fitness.  James and his wife, Mary, along with their 4 children, reside in Sylvania Ohio.

• Registrations - Series 7, 63, 66
• Insurance Licensed - life/health/annuities

Registered States:

AZ, CA, CO, FL, IL, IN, KS, KY, LA, MD, MI, NY, OH, PA, TN, TX, WI, WV