James Randall Bone
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2026 to now
- Raymond James Financial Services, Inc.Jul 2024 to now
- Azz GalvanizingJan 2024 to Jul 2024
- Facts, IncOct 2021 to Feb 2024
- Azz GalvanizingJul 2017 to Oct 2021
- Ancilla CollegeAug 2016 to Apr 2018
- Del Monte FoodsAug 2016 to Jul 2017
- Indiana University South BendAug 2014 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7953880
- Firm CRD
- 149018