JD
JD

James Durham

28 Years of Experience
Franklin, TN
Broker

James Durham is a registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1550 West McEwen Drive, Suite 450, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is a finance/investment committee member for Christ United Methodist Church, dedicating minimal time to budget-related duties. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2010 - February 2013 · 3 yrs 1 mo
Morgan Keegan & Company, INC.Broker
December 2009 - February 2013 · 3 yrs 2 mos
Morgan Keegan & Company, INC.Broker
November 1989 - July 1998 · 8 yrs 8 mos
Ameristar Capital Markets, INC.Broker
June 1986 - November 1989 · 3 yrs 5 mos
State Registrations12 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.