James Frost
James Frost is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jupiter, FL, 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
900 East Indiantown Road, Suite 309, Jupiter, FL, 33477
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the trustee of his brother's irrevocable trust, spending minimal time on it. He also owns two support companies, Frost Financial Group and Frost Financial Services Inc, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations17 states
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