JY
JY
James Yarbrough
26 Years of Experience
Murfreesboro, TN
2 DisclosuresBroker
James Yarbrough is a registered investment advisor at Raymond James & Associates, INC., based in Murfreesboro, TN, with 26 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
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Location
100 East Vine Street, #309, Murfreesboro, TN, 37130
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2009Settled
Customer Dispute
November 2008Closed-No Action
Other 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.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2004 - February 2013 · 9 yrs 1 mo
Morgan Keegan & Company, INC.Broker
March 2002 - February 2013 · 10 yrs 11 mos
UBS Painewebber INC.Broker
August 2000 - March 2002 · 1 yr 7 mos
J.C. Bradford & CO.Broker
June 1999 - August 2000 · 1 yr 2 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.