Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc. James has been a financial advisor for over 35 years and holds Series 6, 7, 26, 63 and 65 securities licenses. James has extensive experience providing financial advice to individuals, families, and businesses. James specializes in retirement planning, investment management, and estate planning. James is committed to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
06/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (Godfrey IL)
IL
04/06/2005 - 03/07/2016
EDWARD JONES (GODFREY IL)
IL
06/06/1996 - 05/16/2005
ALTON SECURITIES GROUP INC. (ALTON IL)
MO
08/28/1994 - 08/14/1996
LONGROW SECURITIES, INC. (ST. LOUIS MO)
CA
09/13/1991 - 08/30/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
IL
08/20/1987 - 09/16/1991
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
01/02/1987 - 01/29/1987
UR FINANCIAL, INC., A CALIFORNIA CORPORATION
IA
Issued 06/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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