James Maxwell Raymond
Investment adviser representative at Ima Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$3.9BFirm assets
12 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 fee
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
10 years in the industry.
- Ima Advisory Services, Inc.Jun 2026 to now
- Kwik KarMay 2025 to Aug 2025
- Pizza HutJun 2024 to Aug 2024
- University of ArkansasAug 2023 to May 2026
- Chili'sJun 2023 to Aug 2023
- Fort Worth Civil Constructors, LLCMay 2023 to Jun 2023
- Blinn Community CollegeAug 2022 to May 2023
- Lifetime FitnessMar 2021 to May 2021
- Lambeau's AmericaMay 2020 to Aug 2020
- USA SoftballMar 2020 to Jul 2022
- Lake Cities Girls Softball AssociationSep 2019 to Apr 2022
- Denton Isd School DistrictJun 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
12 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
- 8303396
- Firm CRD
- 112091