James Martin Aid
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2026 to now
- Pinnacle Asset ManagementJul 2026 to now
- Pinnacle Financial PartnersJul 2026 to now
- Raymond James Financial Services, Inc.Jul 2026 to now
- City National BankJul 2019 to Jul 2026
- RBC Capital Markets, LLC.Jun 2018 to Jul 2026
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wells Fargo Clearing Services, LLCOct 2008 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2459919
- Firm CRD
- 149018