Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames P. Casement is a financial advisor with Avantax Advisory Services. James has been in the industry since 1987 and holds a Series 6, 7, 22, 24, and 63 license. James is registered in Arizona, Colorado, Florida, Illinois, Michigan and Texas. James has a law practice and provides legal and tax services through Casement Group, P.C. James also provides tax preparation services through Casement Group, LLC DBA Casement Tax Preparation. James is a partner in JMK Investment Group LLC, a family partnership. James has been with Avantax since 1993. James is a registered investment advisor representative in Florida and Illinois. James also provides solicitor referral services to third-party investment managers and assists clients with participant enrollment meetings. James' experience and expertise make him a valuable resource for clients seeking financial guidance and advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
FL
02/22/1998 - Present
Avantax Advisory Services (Bradenton FL)
BC
Issued 02/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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