James Heyman
James Heyman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport News, VA, with 9 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
11820 Fountain Way, Suite 100, Newport News, VA, 23606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a managing partner and financial advisor at Heyman Investment Group, dedicating about half of his time to this role. He also has minimal involvement with Heyman Oyster Company and JKLM Properties, which are holding companies for oyster-related interests and ground leases.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations29 states
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