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James Anthony Bankes

Belleair Wealth Management, LLC

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About James Anthony Bankes

James Anthony Bankes is a financial advisor at Belleair Wealth Management, LLC, a Registered Investment Advisor. James has been working in the financial services industry for over 18 years. He is registered with the state of Florida. James' primary focus is providing investment advice and financial planning services to individuals and charitable organizations. James is a Certified Public Accountant and has a Personal Financial Specialist designation.

Firm Information

James Bankes is currently registered with Belleair Wealth Management, LLC. Belleair Wealth Management, LLC is an investment advisory firm with offices in Florida. They manage over $75 million in assets for a diverse client base including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their services include portfolio management for individuals and selection of other advisors.

$75.36M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Bankes’s Registration & Firm History

FL

07/10/2019 - Present

Belleair Wealth Management, LLC (BELLEAIR BLUFFS FL)

FL

04/12/2002 - 07/05/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (LARGO FL)

CO

03/26/2002 - 04/12/2002

UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)

FL

08/05/1994 - 12/31/2001

GATEWAY FINANCIAL AGENCY CORPORATION (ARCADIA FL)

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Licenses & Designations

BOTH

Issued 06/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/04/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Anthony Bankes.
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