James Edward Koetting
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 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
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2026 to now
- Holl Financial ServicesJul 2026 to now
- Raymond James Financial Services, Inc.Jul 2026 to now
- Fire and FirAug 2025 to Mar 2026
- J.P. Morgan Securities LLCJun 2024 to Jul 2026
- JPMorgan Chase Bank (wi)Jun 2024 to Jul 2026
- UnemployedMay 2023 to May 2024
- Strategic Financial Group/sfg VisionApr 2019 to May 2023
- Ameriprise Financial Services, IncJan 2019 to Apr 2023
- UnemployedJun 2018 to Jan 2019
- HumanaJan 2008 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7062643
- Firm CRD
- 149018