James Edwards
James Edwards is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, with 18 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2017Criminal
June 2014Other 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
Raymond James & Associates, INC.
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations37 states
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
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