James Schacht
James Schacht is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 10 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
11400 SE 8th St., Suite 260, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as a financial advisor for Flynn Financial Group since 2015, dedicating about 10-20% of his time. He also works for Mainspring Wealth Advisors, LLC since 2021, spending about a quarter to half of his time on client servicing, financial planning, and some trading.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations7 states
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