James Owens
James Owens is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 37 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2900 Highway 280 S, Suite 100, Birmingham, AL, 35223
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Regulatory History
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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James is a member of the Finance/Investment Committee for Brookwood Baptist Church. He dedicates a few hours per week to this role, which is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Compass Brokerage, INC.Broker
Compass Brokerage, INC.Broker
State Registrations5 states
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