Kim Marie James
Investment adviser representative at Osaic Advisory Services, LLC
27 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$15.5BFirm 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 fee
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
27 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCMay 2022 to now
- Triad Hybrid SolutionsApr 2022 to now
- University of MemphisAug 2018 to now
- Jotkoff & Associates P.A.Dec 1999 to now
- Jotkoff Financial Services, IncDec 1999 to now
- Grand Canyon UniversityMay 2020 to Mar 2021
- Jacksonville UniversityAug 2016 to Dec 2017
- Triad Advisors, IncMar 2012 to Aug 2024
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 2919666
- Firm CRD
- 171070