JZ
CFP
JZ
CFP

James Zahringer

2 Years of Experience
Palm Beach, FL
Broker

James Zahringer is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Palm Beach, FL, with 2 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
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Location

250 Royal Palm Way, Suite 200, Palm Beach, FL, 33480

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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.

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Other Business Activities

James is the owner of Cargo Holdings LLC since 2018, dedicating minimal time. His wife owns Nom Nom Namaste LLC, and James has no duties related to that business.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs 4 mos
State Registrations24 states
AZCACTDCDEFLGAHIILKSLAMAMDMENCNJNVNYOHPATNTXVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.