JG
ChFC
JG
ChFC

James Gibbs

34 Years of Experience
Hendersonville, TN
Broker

James Gibbs is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hendersonville, TN, with 34 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

221 Indian Lakes Blvd., Hendersonville, TN, 37075

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James works as a bank associate at F&M Bank providing financial advisor services since 2017, dedicating about half of his time. He also works as an associate/employee at F&M Wealth Management as a financial advisor since 2020, dedicating about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2016 - Present · 9 yrs 5 mos
Raymond James Financial Services, INC.Broker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
February 2015 - November 2016 · 1 yr 9 mos
Raymond James & Associates, INC.Broker
October 2014 - November 2016 · 2 yrs 1 mo
First Heartland Capital, INC.Broker
November 2012 - October 2014 · 1 yr 11 mos
Lincoln Financial Securities CorporationBroker
August 2008 - December 2008 · 4 mos
Amsouth Investment Services, INC.Broker
February 2000 - February 2007 · 7 yrs
Invest Financial CorporationBroker
May 1997 - February 2000 · 2 yrs 9 mos
Pruco Securities CorporationBroker
February 1986 - May 1997 · 11 yrs 3 mos
State Registrations6 states
FLGAKYNCSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Gibbs - Financial Advisor | TrueAdvisor