JB
JB
James Boone
33 Years of Experience
San Antonio, TX
Broker
James Boone is a registered investment advisor at Raymond James & Associates, INC., based in San Antonio, TX, with 33 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
Loading...
Location
San Antonio, TX
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 →Employment History
Current Registrations
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2009 - February 2013 · 4 yrs
RBC Capital Markets CorporationBroker
February 2000 - February 2009 · 9 yrs
Legg Mason Wood Walker, IncorporatedBroker
March 1998 - February 2000 · 1 yr 11 mos
Cibc Oppenheimer CORP.Broker
August 1992 - April 1998 · 5 yrs 8 mos
State Registrations4 states
CONJNYTX
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.