JE
CFP
JE
CFP
James Edwards
17 Years of Experience
Virginia Beach, VA
2 DisclosuresBroker
James Edwards is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, with 17 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
300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2017Denied
Criminal
June 2014Final Disposition
Other Business Activities
James is the Director of Programs and a board member for the Financial Planning Association of Hampton Roads. He helps plan speakers for monthly meetings.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2025 - Present · 8 mos
Raymond James & Associates, INC.
September 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2014 - October 2025 · 11 yrs 6 mos
UBS Financial Services INC.
April 2014 - October 2025 · 11 yrs 6 mos
Suntrust Investment Services, INC.
October 2011 - April 2014 · 2 yrs 6 mos
Suntrust Investment Services, INC.Broker
July 2011 - April 2014 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
April 2008 - July 2011 · 3 yrs 3 mos
State Registrations37 states
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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.