JS
CFP
JS
CFP

James Stanger

51 Years of Experience
Tampa, FL
Broker

James Stanger is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 51 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

777 S Harbour Island Blvd, Ste 375, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is a Finance/Investment Committee Member for the Community Foundation of Tampa Bay since 2016. He dedicates a few hours per week to meeting with committee members and staff.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2008 - Present · 18 yrs 3 mos
Raymond James & Associates, INC.
February 2008 - Present · 18 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
February 2002 - June 2006 · 4 yrs 4 mos
Lincoln Financial Advisors Corporation
June 1998 - February 2008 · 9 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - February 2008 · 9 yrs 8 mos
Cigna Financial Advisors,inc.Broker
November 1974 - June 1998 · 23 yrs 7 mos
State Registrations3 states
FLGAIL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.