Unclaimed
James Woodrow Hamilton is an active investment advisor registered in both Broker-Dealer and Investment Advisor capacities in Georgia. James has been in the industry since 2010, holding a Series 7, Series 31, Series 66 and SIE license. His current employment is with Raymond James Financial Services Advisors, Inc. and his prior employments include Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. James is a registered representative for a total of 9 states and 2 Investment Advisor jurisdictions. James Woodrow Hamilton is a licensed representative in the State of Georgia since 2010 and his current location is the Atlanta branch of Raymond James Financial Services Advisors, Inc. located at 511 E. Paces Ferry Road NE, Atlanta, GA 30305.
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
08/16/2022 - Present
Raymond James Financial Services Advisors, Inc. (Atlanta GA)
GA
02/13/2013 - 08/22/2022
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
04/06/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 05/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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