James FrostCRD Number: 1200154
Current Firm: Raymond James Financial Services Advisors, Inc.
James Frost (CRD# 1200154) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jupiter, FL and has over 34 years of experience in the finance industry.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Raymond James Financial Services Advisors, Inc.||Jupiter, FL||Jan 2009 - Current||13|
|The Frost Financial Group||Jupiter, FL||May 2005 - Current||17|
|Frost Financial Services Inc.||Jupiter, FL||Jun 1986 - Current||36|
|Raymond James Financial Services, Inc.||Jupiter, FL||Sep 1983 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1987|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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