JH
JH
James Hemenway
32 Years of Experience
Portage, MI
2 DisclosuresBroker
James Hemenway is a registered investment advisor at Raymond James & Associates, INC., based in Portage, MI, with 32 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
7995 Moorsbridge Rd, Portage, MI, 49024
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002Closed-No Action
Customer Dispute
March 2001Denied
Other Business Activities
James is a co-manager of Buyandhold LLC, a rental real estate business, since 2015. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.Broker
December 2005 - Present · 20 yrs 5 mos
Previous Registrations
Natcity Insurance Services, INC.Broker
August 1999 - December 2001 · 2 yrs 4 mos
Natcity Investments, INC.Broker
August 1999 - December 2005 · 6 yrs 4 mos
Prudential Securities IncorporatedBroker
August 1993 - August 1999 · 6 yrs
State Registrations30 states
AKALAZCACOCTDEFLGAILINKYMAMDMINCNENHNJNMNVNYOHOKORSCSDTXUTWI
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.