JD
JD
James Docster
25 Years of Experience
Jacksonville, FL
3 DisclosuresBrokerSells Insurance
James Docster is a registered investment advisor, based in Jacksonville, FL, with 25 years of industry experience.
Location
4600 Touchton Rd, Suite 150, Jacksonville, FL, 32246
Get directionsHistory
Regulatory History (3)
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Customer Dispute
September 2020Denied
Customer Dispute
April 2010Settled
Customer Dispute
June 2005Closed-No Action
Other Business ActivitiesSells Insurance
James owns real estate, is a board member of a networking group, and owns a DBA. He also works as an advisory representative of an RIA full-time and is an independent insurance agent for various companies, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 4 yrs 4 mos
Cambridge Investment Research, INC.Broker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
LPL Financial LLC
July 2021 - November 2021 · 4 mos
LPL Financial LLCBroker
July 2021 - November 2021 · 4 mos
Waddell & Reed
March 2004 - July 2021 · 17 yrs 4 mos
Waddell & ReedBroker
October 2000 - July 2021 · 20 yrs 9 mos
State Registrations9 states
AZCAFLGAKYNCNYSCTX
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.