Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Artemas Wright is a financial professional with over 23 years of experience in the industry. James is currently registered with Raymond James & Associates, Inc., a firm with over $433 billion in regulatory assets under management. Prior to joining Raymond James, James was employed by MORGAN KEEGAN & COMPANY, INC. and STATE STREET GLOBAL MARKETS, LLC. James holds the Series 63, 53, 79TO, 52TO, SIE, and 7 licenses. James has experience in various areas including investment banking, municipal securities, and general securities. James has a broad client base including individuals, high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, corporations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
04/02/2012 - Present
Raymond James & Associates, Inc. (New York NY)
TN
04/26/2006 - 03/18/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MA
02/16/1999 - 07/01/2003
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BC
Issued 07/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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