ADVISOR BIO

James Grzymkowski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been working in the financial industry since 2008 and has a broad range of experience. James is licensed to provide financial advice in 53 states.

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ADVISOR BIO

James Cairo is an investment advisor representative who has been active in the industry since June 1996. James is currently registered with Cetera Investment Advisers LLC and has a branch office location in Fort Myers, Florida. James has previously been registered with Summit Brokerage Services, Inc., Fifth Third Securities, Inc., McDonald Investments Inc., and Raymond James & Associates, Inc. James holds FINRA Series 63, 66, 7, and SIE licenses. James is registered in the following states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, New Jersey, Ohio, and Wisconsin.

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ADVISOR BIO

James Lebaron is a financial advisor with over 30 years of experience in the industry. He joined Stifel, Nicolaus & Company, Inc. in November 2016. Previously, James worked for Janney Montgomery Scott LLC, Oppenheimer & Co. Inc., Stanford Group Company, UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. He is registered to provide investment advisory services in Florida, Texas, and other states.

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ADVISOR BIO

James J. Tully is a financial advisor with over 20 years of experience in the financial services industry. James has a strong background in providing financial advice to individuals, businesses, and institutions. James currently works with J.P. Morgan Securities LLC and has also previously worked with other firms, including Charles Schwab & Co., Inc., Wells Fargo Advisors, LLC, and Fidelity Brokerage Services LLC. James holds licenses for both securities and investment advisory services, and he is also a Certified Financial Planner (CFP®). James is dedicated to helping clients achieve their financial goals, and he takes a personalized approach to financial planning. James is registered in multiple states and is committed to providing his clients with the highest quality of service.

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ADVISOR BIO

James Clayton Gaulden is a financial professional with over 2 years of experience in the financial services industry. James is currently registered with Principal Securities, Inc. and holds the Series 63, Series 6TO and SIE licenses. James has been a registered representative since January 2024. James specializes in Financial Planning, Pension Consulting, and Educational Seminars. James works with a variety of clients including individuals, corporations, charitable organizations and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

James Kostival is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the securities industry since March 15, 1996 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2022. James has a Series 7, Series 63, Series 65 and SIE license and is registered in Florida and Texas.

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ADVISOR BIO

James Mathew Pfleger is a registered representative with M Holdings Securities, Inc. based in Coral Gables, FL. James began his career in the financial services industry in April 1995. James holds a Series 6 license, Series 63 license and the SIE exam. James is licensed in 10 states including California, Colorado, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Texas, and Utah. James focuses on helping individuals and businesses in meeting their financial goals.

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ADVISOR BIO

James Lowndes Robbins is an Investment Advisor Representative registered with AGW Capital Advisors in Florida. James Lowndes Robbins has 1 current registration. James Lowndes Robbins is an Investment Advisor Representative with a Series 65 license. James Lowndes Robbins has worked at AGW Capital Advisors since June 2018. James Lowndes Robbins has also worked at Regions Bank, Wake Forest University, and Sewanee: The University of the South. AGW Capital Advisors is an Investment Advisor firm based in Tampa, Florida that focuses on providing wealth management services to high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. AGW Capital Advisors also provides financial planning, pension consulting, educational seminars, and selection of other advisors. James Lowndes Robbins specializes in providing financial advice to high-net-worth individuals, charitable organizations, and corporations.

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ADVISOR BIO

James Mitchell Lane is a financial advisor with Stifel, Nicolaus & Company, Inc. James has been a licensed financial advisor since 2023. James is registered to provide investment advice in multiple states, including Florida, Texas, and North Carolina. James holds the Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

James A Senior is a financial advisor at Edward Jones. James has been in the industry since October 10, 2010. James is registered in 24 states and holds the Series 66, Series 7 and SIE licenses. James specializes in Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Individuals and Businesses. James also serves on the professional advisory committee for the United States Holocaust Memorial Museum in Boca Raton, FL. James has previously worked at Fifth Third Securities, Inc. and Wells Fargo Advisors, LLC.

SPECIALIZATIONS