JO
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James O'hara
39 Years of Experience
Chesterton, IN
Broker
James O'hara is a registered investment advisor at Raymond James & Associates, INC., based in Chesterton, IN, with 39 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
Chesterton, IN
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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 →Employment History
Current Registrations
Raymond James & Associates, INC.
January 2007 - Present · 19 yrs 4 mos
Raymond James & Associates, INC.
November 2006 - Present · 19 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
A. G. Edwards & Sons, INC.
August 2005 - November 2006 · 1 yr 3 mos
A. G. Edwards & Sons, INC.Broker
June 1986 - November 2006 · 20 yrs 5 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.