James Mccormick
James Mccormick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Red Bank, NJ, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 Wharf Avenue, C-2, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an associate/employee at Saddle River Holdings Group 2, a support company, since 2016. He works there about half his time as a financial advisor and certified financial planner.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations35 states
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