JL
JL

James Leibach

31 Years of Experience
Augusta, GA
Broker

James Leibach is a registered investment advisor at Raymond James & Associates, INC., based in Augusta, GA, with 31 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

1325 Greene Street, Augusta, GA, 30901

Get directions

History

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 →
Other Business Activities

James is the Fellowship Chairman of the Augusta Exchange Club, a non-profit organization, since January 2024. He dedicates a few hours per week to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
February 2003 - February 2013 · 10 yrs
Morgan Keegan & Company, INC.Broker
November 2000 - February 2013 · 12 yrs 3 mos
Wachovia Securities, INC.Broker
November 1994 - November 2000 · 6 yrs
State Registrations41 states
ALARAZCACOCTFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
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.