JF
CFP
JF
CFP
James Furrow
39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6151 advisors
IM Fee
Planning only
Assets Under Management
$344.9B
Fee Structure
- Fees for planning and/or investment consulting services can be structured as an hourly rate or a fixed (flat) dollar fee.
- Hourly fees are generally charged up to $400 per hour.
- Investment consulting services may be assessed as an hourly rate, a fixed (flat) dollar, or a percentage of assets under advisement fee, not to exceed 2.25% of the value of assets.
Hourly Rate:Up to $400/hr
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Location
11911 NE 1st St Ste 312, Bellevue, WA, 98005
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James works as an advisory representative for Senior Financial Advisors, Inc., dedicating full-time hours to this role. He also works as an insurance agent selling life insurance and annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2025 - Present · 9 mos
Raymond James Financial Services, INC.Broker
June 2025 - Present · 9 mos
Senior Financial Advisors, INC.
October 1997 - Present · 28 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - June 2025 · 2 yrs
Cetera Advisor Networks LLC
February 1995 - June 2023 · 28 yrs 4 mos
Cetera Wealth Services, LLCBroker
December 1990 - June 2025 · 34 yrs 6 mos
First Affiliated Securities, INC.Broker
August 1989 - January 1991 · 1 yr 5 mos
Pfg Securities, INC.Broker
May 1987 - August 1989 · 2 yrs 3 mos
Nylife Securities INC.Broker
April 1986 - July 1987 · 1 yr 3 mos
State Registrations18 states
AKAZCACOCTFLGAHIIDKSMENMORSDTXUTVAWA
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.