James Karageorge
James Karageorge is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Athens, OH, with 33 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1096 E State Street, Athens, OH, 45701
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business Activities
James is involved with three businesses: Karageorge Enterprises LLC and Karageorge Properties LLC, both rental real estate, and Karageorge Financial Group LLC, a support company where he is the managing principal dedicating about half his time. The real estate activities require minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Fifth Third Securities, INC.Broker
State Registrations34 states
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
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