James Usrey
James Usrey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tyler, TX, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
619 Chase Drive, Tyler, TX, 75701
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1996Other Business Activities
James is a trustee for Alice Jane Clar and John Paul Usrey since 2020, and an independent contractor for Craminda Investment Management LLC since 2019. He also owns Hogs Oilfield Goods, LLC since 2012 and Nobel Leaf Holdings LLC since 2021, dedicating a few hours per week to each business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward D. Jones & CO., L.P.Broker
State Registrations18 states
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