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James Alexander Douglas

Investment adviser representative at Douglas Capital Management Inc
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$295.2MFirm 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.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Douglas Capital Management, Inc.Jan 2022 to now
  2. Zebra TechnologiesAug 2017 to Dec 2023
  3. Raymond James & Associates IncDec 2013 to Dec 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Douglas Capital Management Inc

$295.2MAssets managed
112Clients
3Advisers
51 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
6280152
Firm CRD
106262
Advisor's SEC record (opens in a new tab)
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