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James Blair ochsner Keithahn

Raymond James Investment Management

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About James Blair ochsner Keithahn

James Blair Keithahn is a financial advisor with Raymond James Investment Management in St. Petersburg, Florida. James Blair Keithahn is a registered representative with Series 7, Series 66, and Series 79TO licenses. James Blair Keithahn has been in the financial services industry since June 2016. Prior to joining Raymond James Investment Management, James Blair Keithahn worked at Crosstree Capital Securities, LLC, Carillon Fund Distributors, Inc., and Carillon Tower Advisers. James Blair Keithahn provides investment advice to individuals, investment companies, and pooled investment vehicles.

Firm Information

James Keithahn is currently registered with Raymond James Investment Management. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Raymond James Investment Management

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Keithahn’s Registration & Firm History

FL

09/17/2018 - Present

Raymond James Investment Management (St. Petersburg FL)

FL

11/20/2019 - 07/02/2021

CROSSTREE CAPITAL SECURITIES, LLC (TAMPA FL)

FL

06/21/2017 - 11/12/2019

CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 07/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Blair ochsner Keithahn.
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