Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wade Debona is a financial advisor at Raymond James Financial Services Advisors, Inc. in Macon, Georgia. James has been in the industry since 1978 and has experience with a variety of financial products and services, including securities, investment advisory, and insurance. James is a registered representative with FINRA and has held several previous positions with firms including Morgan Stanley DW Inc., SunTrust Securities, Inc., NationsBanc Investments, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James has a diverse clientele including corporations, individuals, pension and profit-sharing plans, insurance companies and charitable organizations. James is committed to providing personalized financial advice and guidance to help 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
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MACON GA)
NY
03/22/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
01/12/1999 - 03/06/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
05/20/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
09/26/1978 - 08/16/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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