James Ardissono
James Ardissono is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Issaquah, WA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
22510 SE 64th Place, Issaquah, WA, 98027
Get directionsHistory
Regulatory History
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 a Managing Director & Branch Manager at Ardissono since 2019. This takes about half of his time, including about 10-20% of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations22 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.