James is a financial advisor with Raymond James Financial Services, a nationally recognized NASD brokerage firm. He is a licensed life and long-term care agent. James also holds the AAMS designation, recognized by the College for Financial Planning. James provides financial, retirement and insurance education and services to clients, churches, nonprofit organizations and small businesses. He helps individuals, as well as organizations, create plans designed to help reach their financial goals.
James was born in Royal Oak, Michigan. He received his associates degree in mechanical engineering technology from Lawrence Institute of Technology and his bachelor of science degree from the University of the State of New York. James serves as vice president of the Kiwanis club in the city of Snohomish, WA. He is also a member of the Mill Creek Business Association. James early career included positions as a machinist, mechanical engineer and special projects manager. He was instrumental in developing a software program that simplified the manufacturing process of large commercial airplanes. As a small business owner, he developed new methods for production with airplanes and their support structures.
James has years of experience in developing methods to improve and simplify difficult complex tasks. His experience in management, business development and attention to numbers has been a major benefit to global corporations and organizations in the United States and abroad.
About Raymond James
Raymond 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.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was 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.
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