ADVISOR BIO

James Edward Jones is a financial advisor with Wells Fargo Clearing Services, LLC. James has been working in the financial services industry since 2001. James is a registered representative and investment advisor in multiple states, including Alabama, Texas, Florida, and Georgia. James has a wide range of experience in providing financial advice, investment consulting services to institutional clients, and portfolio management for businesses and individuals. James also has a strong commitment to serving the needs of charitable organizations, corporations, and high net worth individuals. James is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Woodruff is a financial advisor based in Birmingham, Alabama. James has over 15 years of experience in the financial services industry. James is a Certified Financial Planner and has a Series 7, Series 31, and Series 66 license. James is currently registered with Cambridge Investment Research Advisors, Inc. James has previously worked with Raymond James Financial Services, Inc., FSC Securities Corporation, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wachovia Securities, LLC. James specializes in working with individuals, high-net-worth individuals, and pension and profit-sharing plans. James has a strong track record of helping clients reach their financial goals.

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ADVISOR BIO

James Michael Keener is a financial professional with over 30 years of experience in the industry. James has a broad range of experience with firms such as Sterne Agee & Leach, Inc., Sterne Agee Financial Services, Inc., and Stifel, Nicolaus & Company, Incorporated. James currently works for LPL Financial LLC, one of the largest independent broker-dealers in the United States.

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ADVISOR BIO

James Holland Powell is a financial professional with over 30 years of experience in the industry. Powell is currently registered with Osaic FS, Inc. and is licensed in Alabama, Arizona, Delaware, Texas, and Virginia. Previously, Powell worked for KESTRA INVESTMENT SERVICES, LLC, PROEQUITIES, INC., MONY SECURITIES CORPORATION, and PRUCO SECURITIES CORPORATION. Powell holds the Series 6, Series 63, and SIE licenses. He is a financial professional who provides financial planning, portfolio management for businesses and individuals, and retirement planning services.

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ADVISOR BIO

James Walter Allen is a financial advisor with Stonegate Investment Group, LLC. James is based in Birmingham, Alabama. James is registered with the state of Alabama and Georgia. James has been working in the financial industry since February 1, 2006, when he began his career with Morgan Keegan & Company, Inc. in Memphis, Tennessee. James previously worked with UBS Financial Services Inc. in Atlanta, Georgia. James Walter Allen holds the following licenses: Series 63, Series 66, Series 7, Series 7TO, and SIE.

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ADVISOR BIO

James Wilbur McLean has been in the financial services industry for over 12 years. James is currently registered with Charles Schwab & CO., Inc. in Alabama and Texas, and is also registered in 41 other states for securities business. Prior to joining Charles Schwab, James worked at TD Ameritrade and Scottrade. James is a licensed broker with a Series 66 license in addition to other licenses and qualifications.

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ADVISOR BIO

James Charles Morgan is a financial advisor registered with Principal Securities, Inc. in Birmingham, Alabama. James has been in the financial services industry since 2001 and holds the Series 6, SIE, and Series 63 securities licenses. James has experience providing financial advice and services to individuals, businesses, and high-net-worth clients. Previously, James has been employed by Allstate Financial Services, LLC and Northwestern Mutual Investment Services, LLC. In addition to offering investment advisory services, James also assists clients with financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

James Owens is a financial advisor with Raymond James & Associates, Inc., and has been in the financial services industry since May 2, 1988. James has held registrations with several other firms including Morgan Keegan & Company, Inc., and Compass Brokerage, Inc. James Owens is currently registered with the state of Alabama as an Investment Advisor Representative. James holds FINRA Series 3, 7, 52, and 63 licenses. He also holds the SIE designation. James is based in Birmingham, AL.

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ADVISOR BIO

James Thomas Chapman is a registered investment advisor with Equitable Advisors, LLC. James has been working in the industry since September 28, 2004. James has a Series 66 license and is registered to provide investment advice in Alabama, California, Florida, Georgia, Indiana, Mississippi, Oregon, and Texas. James also holds a Series 7 and Series 24 license.

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ADVISOR BIO

James Michael Moyer is an investment advisor representative who has been in the industry since February 2005. He is currently registered with Raymond James & Associates, Inc. in Alabama and Texas. James has experience in various industries, including financial services, insurance, and banking. He has worked with clients of all types, including individuals, families, businesses, and institutions. James is committed to providing his clients with personalized financial advice and investment solutions. He is a dedicated professional with a strong track record of success. He holds a Series 66 license and has also passed the SIE and Series 7 exams.

SPECIALIZATIONS