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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul James is a Registered Investment Advisor representative with Ernst & Young Investment Advisers LLP. Jeffrey has been in the financial industry for more than 20 years and has a wealth of experience in financial planning and investment management. He is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Ernst & Young Investment Advisers LLP, Jeffrey worked at JHS Capital Advisors, LLC and RBC Capital Markets, LLC. Jeffrey holds the Series 7, 63, 10, 9, 24 and 65 securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
FL
07/21/2016 - Present
Ernst & Young Investment Advisers LLP (Tampa FL)
FL
10/21/2011 - 09/16/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
10/09/2009 - 08/11/2011
RBC CAPITAL MARKETS, LLC (TAMPA FL)
FL
09/23/2008 - 10/09/2009
J. B. HANAUER & CO. (TAMPA FL)
FL
01/23/2008 - 03/17/2008
ING FINANCIAL PARTNERS, INC. (TAMPA FL)
FL
12/21/1995 - 10/12/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/08/2005 - 10/05/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 04/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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