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James Christian Hack

Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm 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 feeCommissions

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.

  1. Raymond James & Associates, Inc.Aug 2021 to now
  2. UBS Financial Services Inc.Jan 2018 to Aug 2021
  3. UnemployedMar 2017 to Jan 2018
  4. University of Iowa EtsFeb 2015 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (NC).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
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
6657399
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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