About Us
Boulder’s Premier Financial Planner
Creator of PerFORM Planning System
James Dawson, CFP®, CPWA®, is branch manager and registered principal of Raymond James Financial Services, Inc., member FINRA/SIPC. A CERTIFIED FINANCIAL PLANNER™ Practitioner and Certified Private Wealth AdvisorSM professional he holds FINRA Series 6,7,24,51,63 and 65 licenses and State of Colorado Life & Health insurance licenses.
A native of Boulder, Jamie received a scholarship to attend the University of Colorado, where he was a four-time golf letter winner and senior captain. He holds a bachelor of arts degree in English and a master’s degree in Anthropology.
Jamie continues to enhance his knowledge by regularly participating in advanced training opportunities throughout all areas of financial services.
Jamie is active in the Boulder community. Jamie is a current member of Downtown Boulder, the Financial Planning Association of Colorado, the Boulder County Estate Planning Council, the Golden West Foundation Board of Directors, and the Alumni C Club of the University of Colorado.
Jamie lives in Boulder with his wife, Megan, and their two daughters, Olivia and Miranda. In his spare time, he enjoys golf, running, camping, gardening, and spending time with his family and friends.
Kip is the client services manager. She attended Santa Clara University and the University of Washington. Kip brings more than twelve years of experience in hospital admissions and client services to Raymond James.
Kip loves swimming, gardening, hiking, scuba diving, spending time with friends and visiting family in Seattle.
Dawn has worked in the securities industry since 2002. She holds the FINRA Series 7, 24, and 66 licenses and State of Colorado Life & Health insurance licenses.
Dawn is an active member of a local artist co-op. She enjoys hiking, rock climbing, snowshoeing, and scuba diving.
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 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
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.
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.
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