James R Smith
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 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.
- Grand Blanc Community SchoolsAug 2025 to now
- Raymond James & Associates, Inc.Apr 2023 to now
- Cjsj Strategy AdvisorsOct 2022 to Apr 2023
- Mclaren Medical GroupAug 2020 to Sep 2022
- Cjsj Strategy AdvisorsFeb 2018 to Aug 2020
- Beaumont HealthJan 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7724351
- Firm CRD
- 705