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 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, 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.
Raymond James is not affiliated with the PerFORM planning system.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.