JI
JI
James Isola
28 Years of Experience
Altoona, PA
1 DisclosureBrokerSells Insurance
James Isola is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Altoona, PA, with 28 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
3018 Pleasant Valley Blvd, Altoona, PA, 16602
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2005Denied
Other Business ActivitiesSells Insurance
James works as an agent for Specific Solutions, selling non-variable life insurance products since September 2023. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2014 - February 2020 · 5 yrs 9 mos
Wells Fargo Advisors, LLC
March 2012 - December 2012 · 9 mos
Wells Fargo Clearing Services, LLCBroker
March 2012 - February 2020 · 7 yrs 11 mos
Edward JonesBroker
August 1997 - March 2012 · 14 yrs 7 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAHIKYMAMDMINCNHNJNMNVNYOHOKORPASCTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.