James John Mead
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2021 to now
- Raymond James Financial Services, Inc.Feb 2021 to now
- The Ist GroupFeb 2021 to now
- Morgan Stanley Private Bank, N.ADec 2015 to now
- Boston Harbor Wealth AdvisorsFeb 2021 to Oct 2022
- Morgan Stanley Private Bank, National AssociationJan 2016 to Feb 2021
- Morgan StanleyDec 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 4401491
- Firm CRD
- 149018