JY
JY

James Yurak

25 Years of Experience
Hudson, OH
Broker

James Yurak is a registered investment advisor at Raymond James & Associates, INC., based in Hudson, OH, 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

5 E Main St, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

James is the treasurer for Hudson Community First, a local non-profit organization focused on youth development. This role involves overseeing a bank account and requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Previous Registrations
UBS Financial Services INC.Broker
January 2009 - June 2025 · 16 yrs 5 mos
UBS Financial Services INC.
January 2009 - June 2025 · 16 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2001 - January 2009 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - January 2009 · 7 yrs 5 mos
Mcdonald Investments INC.Broker
January 2001 - August 2001 · 7 mos
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.