James Anthony Bankes
Investment adviser representative at Belleair Wealth Management, LLC
24 yearsExperience
1 stateRegistered in
PFSDesignation
$111.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Belleair Wealth Management, LLCJul 2019 to now
- Bankes Planing Associates, IncMay 2006 to now
- Raymond James Financial Services Advisors, Inc.Jan 2010 to Jul 2019
- Raymond James Financial Services, Inc.Apr 2002 to Jul 2019
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Belleair Wealth Management, LLC
$111.2MAssets managed
150Clients
5Advisers
Under 1 yearIn 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
- 2508793
- Firm CRD
- 131666