James William Peavey
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$390BFirm assets
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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
16 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2026 to now
- Raymond James Financial Services, Inc.Feb 2026 to now
- First National Bank of OmahaDec 2022 to Feb 2026
- Umb BankJul 2019 to Dec 2022
- Umb Financial Services, Inc.Jul 2019 to Dec 2022
- UnemployedJan 2019 to Jul 2019
- Rubinbrown Advisors LLCJun 2017 to Mar 2019
- Waddell & Reed IncNov 2010 to Jun 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 2490714
- Firm CRD
- 149018