James Coltrin
James Coltrin is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 25 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
6150 Shallowford Road, Suite 106, Chattanooga, TN, 37421
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved in several outside business activities, including owning rental real estate and acting as a registered agent for Colours By Design, Inc. He also owns Keystone Financial PLLC as a pass-through entity and serves as CEO of True North Advisors, PLLC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations30 states
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