ADVISOR BIO

James Mccown Smith is a financial advisor with Raymond James & Associates, Inc., located in MEMPHIS, TN. James Mccown Smith has been in the industry since 2010, focusing on providing financial advice for individuals and businesses. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds several professional licenses and designations. James Mccown Smith is a dedicated advisor committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Madison Wells III is a financial advisor with Morgan Stanley. James has over 28 years of experience in the financial services industry. James holds Series 7, Series 9, Series 10, Series 31, and Series 63 licenses. James is registered to provide investment advice in 53 states and the District of Columbia. James has a history of working for several large firms such as Wells Fargo, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.. James is a registered representative of Morgan Stanley and provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. James is also a registered investment advisor in Tennessee and Texas.

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ADVISOR BIO

James Birdwell is a financial advisor with Raymond James & Associates, Inc., an investment firm with over $433 billion in assets under management. James specializes in a variety of financial services including portfolio management, financial planning, and pension consulting. James has been working in the financial industry since 1988. James is licensed to provide financial advice in 19 states. James also holds the Series 50, 52, 53 and 63 licenses.

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ADVISOR BIO

James Euart Cochran is a financial advisor with Commonwealth Financial Network. James has been in the financial industry since January 2009 and has experience in providing financial planning, portfolio management, and insurance services. James holds a Series 7, Series 66, and Series 24 license and is also a Certified Financial Planner. James is registered in 31 states. In addition to his role with Commonwealth Financial Network, James is also a co-owner of Summit Wealth Group, a private entity established to facilitate securities, advisory, and insurance business. James is committed to providing his clients with personalized financial advice and strategies that meet their individual needs.

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ADVISOR BIO

James Forrest Burnett has been in the securities industry since August 27, 1996. James is currently registered with Raymond James & Associates, Inc. and has been with the firm since February 2013. Prior to joining Raymond James & Associates, Inc., James was registered with MORGAN KEEGAN & COMPANY, INC. and NBC CAPITAL MARKETS GROUP, INC. James is registered to provide securities advice and investment advisory services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Wisconsin, and Wyoming. James is a Series 7 and Series 63 licensed professional.

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ADVISOR BIO

James Graham is a financial advisor with over 30 years of experience in the industry. James is currently registered with LPL Financial LLC and has held previous positions at Raymond James & Associates, Inc., Wachovia Securities, LLC, Wachovia Securities, Inc., PaineWebber Incorporated, J.C. Bradford & Co., J. Milton Newton, Incorporated, and Transamerica Securities, Inc. James holds a variety of licenses and certifications, including Series 7, Series 52, Series 63 and SIE. James Graham is also registered with the state of Tennessee as an Investment Advisor Representative. James specializes in providing financial planning, portfolio management and other services for individual clients, corporations and charitable organizations.

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ADVISOR BIO

James Bradley Smith is a financial advisor with Raymond James & Associates, Inc. James has been in the industry since 2004. James holds the Series 7, Series 63, and SIE licenses. James is registered in Tennessee. Previously, James worked for MORGAN KEEGAN & COMPANY, INC..

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ADVISOR BIO

James Edmund McBride is a financial advisor with Stifel, Nicolaus & Company, Inc. James has been in the industry since December 7, 1982. James has been a registered representative with the firm since April 22, 2022. James is licensed in Arkansas, New York, Tennessee and Texas. James has experience with a variety of investment products and services, including investment banking, municipal securities, and general securities. James is also a Registered Representative. James's background includes previous roles at Vining-Sparks IBG, LLC, IBAA Securities Corporation, Vining-Sparks Securities, Inc., Union Planters Investment Bankers Group, Inc., and Southern Securities Investment Bankers, Inc.

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ADVISOR BIO

James Houston Ehrett is a financial advisor with MML Investors Services, LLC, a firm with a strong focus on asset allocation programs and providing financial planning services. James has been in the financial services industry since 1982, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds the Series 6 and Series 63 licenses. James has worked in the past with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. James specializes in working with high-net-worth individuals, insurance companies, pension and profit-sharing plans, corporations and other businesses, and individuals.

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ADVISOR BIO

James David Duke is an Investment Advisor Representative registered with the state of Tennessee, representing Hightower Advisors, LLC. James has been working in the financial services industry since 2006. James is Series 65 licensed and has a state exam category of Uniform Investment Adviser Law Examination. James's areas of specialization include: portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, and treasury management for corporate clients. James is a licensed professional and is committed to helping clients reach their financial goals.

SPECIALIZATIONS