About James
James Rosebrough,
Registered Investment Advisor
633 East Ray Road, Suite 131
Gilbert, AZ 85296
Phone: 1-480-471-6417
Fax: 1-480-664-4633
REGISTRATIONS & LICENSES
- Arizona Real-Estate licensee.
- Series 7 (General Securities Representative)
- Series 63 (Uniform Securities Agent State Law)
- Series 65 (Uniform Investment Adviser)
- Series 24 (General Securities Principal Exam)
- Arizona Life and Health Insurance Licensed
- Arizona Property and Casualty Licensed
- CFS-Certified Fund Specialist designation
- CAS-Certified Annuity Specialist designation
- CES-Certified Estate and Trust Specialist designation
- CTS-Certified Tax Specialist
- CIS-Certified Income Specialist
- MSFS-Master’s degree in Financial Services
- CFA-Level 1 candidate.
Licenses
Registered Investment Advisor
IBF Designations
CTS™
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Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
CES™
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
5
Member Since
2012
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.