James Melstrom
James Melstrom is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business Activities
James is involved with Quest for Breath/University of Michigan Corporate and Foundation Development. He is also the treasurer and head of fundraising for Islam Really Cares Corp, a 501c3 organization, dedicating about a quarter of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations23 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.