James Clark Harmon
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2024 to now
- Raymond James Financial Service Advisor IncJan 2024 to now
- Raymond James Financial Services Inc.Jan 2024 to now
- Raymond James & Associates, IncNov 2021 to now
- InstacartMar 2024 to Mar 2025
- Uber EatsMar 2024 to Mar 2025
- Door DashMay 2022 to May 2023
- InstacartMay 2022 to May 2023
- Uber EatsMay 2022 to May 2023
- Sagepoint Financial, IncJan 2009 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4086949
- Firm CRD
- 149018