James Williams
James Williams is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 14 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
9995 Gate Parkway, Suite 300, Jacksonville, FL, 32246
Get directionsHistory
Regulatory History (1)
Criminal
December 2005Other Business Activities
James is the CEO of Coastal Oak Wealth Advisors, a marketing DBA for his firm, dedicating minimal time. He also serves on multiple non-profit boards and committees, including the Jacksonville Public Education Fund, the Museum of Science & History, Sanctuary on 8th Street, and The June Group, spending a few hours per week on each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations9 states
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