For the past 25 years, James Mayer has had the privilege of serving as a trusted advisor to families and institutions in Northeastern Ohio. He is a graduate of Wright State University, where he earned a joint degree in accounting and finance. James holds two professional designations that complement his extensive experience.
As a Chartered Retirement Planning Specialist℠, he completed an intensive program focused on all aspects of retirement planning. He also earned the Certified 401(k) Professional (C(k)P®) designation from UCLA’s Anderson School of Management. As a senior member of Your Bridge Wealth Management, James manages assets for individuals, trusts, retirement plans, organizations, and businesses. He has been recognized as a Platinum Council Advisor by Wells Fargo Advisors from 2011 through 2025.¹
James strongly believes in the importance of community involvement. He currently serves on the board of Growth Partnership for Ashtabula County and has previously served on the boards of the Ashtabula Chamber of Commerce and the Ashtabula Speech, Hearing, and Rehabilitation Center. He is a member of the Executive Committee for Ashtabula’s annual Heart Walk through his involvement with the American Heart Association. He is also a member—and past president—of Geneva’s Rotary Club. Additionally, James is a graduate and former board member of LEADERship Ashtabula County and a past board member of Ashtabula’s YMCA.
Outside of the office, James stays busy with his wife, Allison, and their two daughters, Reese and Nora. He is an avid golfer and a lifelong Cleveland sports fan.
1The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2011-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.