JW
JW
James Weymouth
38 Years of Experience
Atlanta, GA
2 DisclosuresBroker
James Weymouth is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 38 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
3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 1995Award / Judgment
Regulatory
December 1989Final
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2014 - Present · 11 yrs 10 mos
Raymond James & Associates, INC.
July 2014 - Present · 11 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2003 - July 2014 · 11 yrs 3 mos
J.P. Morgan Securities LLCBroker
July 1990 - July 2014 · 24 yrs
Norris & Hirshberg, INC.Broker
January 1989 - July 1990 · 1 yr 6 mos
Marshall & CO. Securities, INC.Broker
October 1987 - January 1989 · 1 yr 3 mos
State Registrations12 states
ALCOFLGAILMINJNYSCTNTXWA
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.