JL
JL

James Landers

23 Years of Experience
Nashville, TN
1 DisclosureBroker

James Landers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 23 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

21 Platform Way South, Suite 2500, Nashville, TN, 37203

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History

Regulatory History (1)
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Customer Dispute
August 2024
Settled
Other Business Activities

James works as a financial advisor for Pinnacle Asset Management, Pinnacle Financial Partners, and Royalty Wealth Group. He spends about a quarter to half of his time on each of these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2014 - Present · 12 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
October 2013 - November 2013 · 1 mo
Cetera Investment Services LLC
January 2013 - September 2013 · 8 mos
Cetera Investment Services LLCBroker
January 2013 - September 2013 · 8 mos
Morgan Stanley
October 2011 - December 2012 · 1 yr 2 mos
Morgan StanleyBroker
October 2011 - December 2012 · 1 yr 2 mos
Morgan Keegan & Company, INC.Broker
August 2007 - October 2011 · 4 yrs 2 mos
Morgan Keegan & Company, INC.
August 2007 - October 2011 · 4 yrs 2 mos
UBS Financial Services INC.
January 2004 - September 2007 · 3 yrs 8 mos
UBS Financial Services INC.Broker
September 2002 - September 2007 · 5 yrs
State Registrations16 states
ALCAFLGAINKYLAMSNCNJNYOHORTNTXVA
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 Landers - Financial Advisor | TrueAdvisor