James Yarbrough
James Yarbrough is a registered investment advisor at Raymond James & Associates, INC., based in Murfreesboro, TN, with 27 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
100 East Vine Street, #310, Murfreesboro, TN, 37130
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Customer Dispute
November 2008Other Business Activities
James owns a rental condo in Destin, Florida, since 2017. He spends a few hours per week on this activity, which is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations23 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.
Exams
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