JG
JG

James Goulet

13 Years of Experience
Fort Lauderdale, FL
Broker

James Goulet is a registered investment advisor at Raymond James & Associates, INC., based in Fort Lauderdale, FL, with 13 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
Loading...

Location

201 E. Las Olas Blvd., Suite 1630, Fort Lauderdale, FL, 33301

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2014 - Present · 12 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - March 2014 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - March 2014 · 1 yr 1 mo
State Registrations32 states
ALAZCACOCTDEFLGAHIIAILKYMAMDMEMIMNNCNHNJNVNYOHOKPASCTNTXUTVAVTWA
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 Goulet - Financial Advisor | TrueAdvisor