James Szafranski
James Szafranski is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Chesterfield, MO, with 12 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
691 Trade Center Blvd, Chesterfield, MO, 63005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner in Medley Partners, LLC, formed to manage liability when signing a real estate lease for an RJAS branch. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations26 states
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