JM
CFP
JM
CFP

James Marren

25 Years of Experience
Reno, NV
Broker

James Marren is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Reno, NV, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

401 Flint Street, Reno, NV, 89501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is involved in several business activities, including rental real estate through Triple J Vegas, Inc., ACM Enterprises Inc, Nevada Family Wealth, Shelter Lane, LLC, and Triple J Vegas Inc. He dedicates minimal time to each of these ventures.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2012 - Present · 13 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Edward Jones
May 2007 - June 2012 · 5 yrs 1 mo
Edward JonesBroker
August 2000 - June 2012 · 11 yrs 10 mos
State Registrations32 states
AKALARAZCACODEFLGAHIIDKSMIMNMTNCNDNHNMNVNYOHOKORPASCTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
James Marren - Financial Advisor | TrueAdvisor