ADVISOR BIO

James Patrick Chipps is a financial advisor with J.p. Morgan Securities LLC, a firm that manages more than $50 billion in assets and has over 262,000 clients. James has been in the financial services industry since 2005 and has experience at several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. James is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and a Registered Investment Advisor. James is also licensed in several states and has passed the Series 66, Series 7, Series 31, and SIE exams.

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ADVISOR BIO

James Ray Zick is a financial advisor with LPL Financial LLC in Winter Park, Florida. James has been in the financial services industry for over 10 years. James has a Series 7 and Series 66 license and is also a Certified Financial Planner. James has experience working with high-net-worth individuals, corporations, and other businesses. James provides financial planning, portfolio management, and other advisory services.

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ADVISOR BIO

James Williams is a financial advisor with UBS Financial Services Inc. James Williams is registered in Florida and Texas. James Williams is a licensed professional who has been working in the financial industry since October 2017. James Williams is also a basketball coach and trainer, and he has been working with the Providence School in Jacksonville, Florida for several years. James Williams has a diverse background and is committed to providing his clients with personalized financial advice.

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ADVISOR BIO

James M Flick is an investment advisor representative at Oakmonte Wealth Management. James is registered with the state of Florida and holds the Series 65 license. James is also a practicing estate planning attorney, a realtor, and a manager for several businesses, including Florida Probates, P.L., Lifeboat Trust Services LLC, Lifeboat Trust Advisers LLC, and Lifeboat Trust Protectors LLC. James has been a practicing attorney since June 2011.

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ADVISOR BIO

James Stalnaker is a registered representative with Raymond James & Associates, Inc. James has been in the financial services industry since 2012. James is licensed in Florida. James is located in St. Petersburg, Florida.

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ADVISOR BIO

James A. Kidney is a registered representative with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. James has been with Raymond James since August 2016 and is currently located in the St. Petersburg, FL branch. James holds the Series 66, Series 7 and SIE licenses. James is also registered with the state of Florida. James specializes in providing financial planning and portfolio management services for individuals, businesses, and institutions. James is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

James Gibson is a financial advisor with over 20 years of experience in the industry. James currently works for Blueskye Investment Advisers, LLC. His previous roles include positions at Meyers Associates, L.P., Sterne Agee Financial Services, Inc., Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., SunTrust Securities, Inc., Laughlin Group Advisors, Inc., Fortis Investors, Inc., Financial Network Investment Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. James is registered as an Investment Advisor Representative in Florida. James is licensed in Florida and holds both Series 6 and Series 7 licenses. James specializes in providing financial advice to individuals, corporations, and pension plans. His services include portfolio management, pension consulting, and family office services. James also assists his clients in selecting other advisors and managing their financial plans.

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ADVISOR BIO

James William Zooberg is an active investment advisor representative with J.p. Morgan Securities LLC. James has been in the industry since 2012 and is registered in 53 states. James holds both the Series 7 and Series 63 securities licenses, and the Series 65 Investment Advisor license. Previous employers include E*TRADE SECURITIES LLC and Waddell & Reed, Inc. James has a diverse clientele including individuals, corporations, insurance companies, pension and profit sharing plans and charitable organizations. James specializes in retirement planning, estate planning and wealth management.

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ADVISOR BIO

James J Flick is an investment advisor representative at Oakmonte Wealth Management. James has been in the industry since April 2019. James is registered in Florida. James also has a law firm called Flick Law Group, P.L. and is the manager of several businesses. James's designations include Chartered Financial Consultant. James's specialties include providing financial planning, pension consulting and portfolio management services for individuals. Oakmonte Wealth Management specializes in providing financial planning and portfolio management services for high net worth individuals and pension and profit sharing plans.

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ADVISOR BIO

James Bronson is a financial advisor with over 6 years of experience in the financial industry. James has a strong background in the securities industry. James is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in Florida and Texas. James has a wide range of experience in working with various types of clients, including individuals, businesses, corporations, pension plans, and charitable organizations. James is committed to providing personalized financial advice and helping clients achieve their financial goals.

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