James Mackler
James Mackler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 24 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
1100 Peachtree Street Ne, Suite 325, Atlanta, GA, 30309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a trustee on an income-generating trust for his mother, dedicating minimal time. He is also a Managing Director and Branch Supervisor at Dogwood Wealth Advisors, spending about half his time in this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Nylife Securities INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations24 states
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