Jeremy James
Jeremy James is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Iowa City, IA, with 19 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
Firm Size
IM Fee
Assets Under Management
Location
314 1/2 E. Burlington St., Iowa City, IA, 52240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is a partner in James Family, LLC, a rental real estate business, and the sole owner and branch manager of James Investment Group, Inc. He also serves as a trustee (named only) for his uncle's testamentary trust.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations33 states
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