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James Paul Kefalas

Raymond James Financial Services Advisors, Inc.

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About James Paul Kefalas

James Paul Kefalas is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc.. James has been in the securities industry for over 22 years. James holds both Series 63 and Series 65 licenses, as well as a Series 7 license and the SIE exam. In addition to working with Raymond James, James is the owner of Kefalasfoley Investment Services Inc..

Firm Information

James Kefalas is currently registered with Raymond James Financial Services Advisors, Inc.. Raymond James Financial Services Advisors, Inc. is a financial services firm headquartered in Saint Petersburg, FL. With over 6,400 registered representatives and $344 billion in assets under management, the firm provides a range of financial advisory services including financial planning, portfolio management, pension consulting, and educational seminars. They cater to a diverse clientele including individuals, high-net-worth individuals, corporations, and institutions.
Raymond James Financial Services Advisors, Inc.

880 CARILLON PARKWAY

SAINT PETERSBURG, FL 33716

$344.87B

Assets Under Management

6,514

Total Clients

5,416

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consultations

Hourly & fixed rate consultations

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Per participant (erisa)

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James Kefalas’s Registration & Firm History

CA

06/24/2019 - Present

Raymond James Financial Services Advisors, Inc. (BREA CA)

CA

05/31/2000 - 05/20/2009

WAMU INVESTMENTS, INC. (LA HABRA CA)

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Licenses & Designations

IA

Issued 12/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Paul Kefalas.
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