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About Us
James Hemenway, CEP, CRPC®, AIF
First Vice President, Investments
Investment Management Consultant
Direct: 269-337-5516
As a First Vice President of Investments with Raymond James & Associates, Jim enjoys working in an independent environment that encourages him to always do what is best for his clients, and prides himself on his integrity and hard-working nature. His relationship with the firm offers access to a full complement of investment alternatives, as well as support from nearly 3,500 associates and respected industry experts at the firm's international headquarters, ongoing educational opportunities, and cutting-edge technology designed to help him service clients effectively and efficiently. By offering a wide range of investment and financial planning services, Jim is committed to helping individuals and families achieve their financial goals. Jim has been involved in the financial services industry for over 18 years. Prior to joining Raymond James, Jim served clients as a Vice President for Prudential Securities and NatCity Investments, and has been recognized by Bank Investment Consultant Magazine as one of the top financial consultants. Specializing in economic analysis, estate planning, stocks and bonds, 401(k) plan design and implementation, retirement plan rollovers, tax advantaged investments, and retirement planning, he works with clients to develop comprehensive plans customized for each person's individual needs. Jim earned his bachelors degree in economics from Albion College and completed graduate work in finance at Western Michigan University. He is also a graduate of the Seidman School of Business in Financial Planning at Grand Valley State University and holds series 7, 63, 65 and insurance licenses, as well as the Chartered Retirement Planning Counselor and Certified Estate Planner designations. Jim has also earned the designation of investment management consultant through the Raymond James Consulting Services Institute. Jim currently resides in Texas Corners, MI and enjoys spending time with his wife, Debra, and their two children, Austin and Alexia. Jim takes pride in community involvement. He has coached Portage rocket football and has been teaching investment classes for Kalamazoo Adult Education for more than 14 years. "I look at all aspects of my client's personal financial situation and identify opportunities to help them fulfill their financial goals and objectives. I look at their risk tolerance, time horizon, and objectives to build a financial model that addresses their individual needs."
As a Senior Registered Associate, Stacy Caudill assists Jim in building client relationships and servicing client requests. Stacy believes in providing a top notch level of service with clients and subscribes to a full understanding of the client's needs to help facilitate in a client's financial growth. Stacy has been a part of the financial services industry for over 15 years. She was employed with Prudential Securities from 1996-1999 as a Sales Assistant and Assistant to the Branch Manager. She joined NatCity Investments in 1999 as a Registered Sales Assistant until her move to Raymond James & Associates in 2005. Stacy has her bachelor’s degree in business management from Western Michigan University. She holds her series 7, 63, and 65 licenses as well as her health and life insurance licenses. In 2001, Stacy successfully completed client advisor education from NatCity University and in 2002 was awarded Client Service Associate of the Year at NatCity Investments. Stacy resides in Richland with her husband, Roger, and really enjoys spending time with her family. They have three teenage children, Christian, Alexandria, and Adam. Stacy regularly volunteers with her children's activities and is an active member and volunteer at her church. She is also a member of the Ladies Library Association in Kalamazoo and serves as a WMU Alumni Admissions Ambassador. In the past, she volunteered as a Cub Scout leader as well as at Paramount Charter Academy where is husband is a teacher. In her leisure time, Stacy enjoys the outdoors, reading, and running in 5K road races around the Kalamazoo area. As a Client Services Associate, Julie assists in building client relationships and servicing client requests. Julie believes in providing a superior level of client service, and prides herself on going above and beyond. Julie came to Raymond James & Associates in February 2011, with a uniquely diversified background. After enlisting in the United States Marine Corps in 1997, Julie’s primary role was serving as an aviation ordnance technician on the FA-18 fighter jets. During her career, she also worked as an aviation maintenance quality assurance representative, and as a Marine recruiter. Julie spent much of her time as a Marine, traveling for various types of training exercises and combat missions. She enjoyed the opportunity to lead and mentor her troops, and was proud serve her nation. Julie retired from the United States Marine Corps as a Staff Sergeant (Enlisted-6), with 11 ½ years of service. Julie now resides in Kalamazoo, and relishes the opportunity to be with her four parents, and ten year old brother as often as possible. In her spare time, Julie is an avid reader and runner.
About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return. |
Kalamazoo City Centre
125 S. Kalamazoo Mall
Suite 201
Kalamazoo, MI 49007
Phone: 269-349-7744
Fax: 269-385-2858
Toll-Free: 800-842-0099
Direct: 269-337-5516
Contact Us
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2011 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement
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