JK
CFP
JK
CFP

James Kuczynski

25 Years of Experience
St. Petersburg, FL
Broker

James Kuczynski is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, 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 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
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.
October 2005 - February 2013 · 7 yrs 4 mos
Morgan Keegan & Company, INC.Broker
July 2005 - February 2013 · 7 yrs 7 mos
Vanguard Marketing CorporationBroker
October 2000 - July 2005 · 4 yrs 9 mos
State Registrations17 states
ALCACTDCFLGAIAMAMINCNYOHSCTNTXVTWA
AdvisorBrokerBoth

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