James Batch (CRD# 7273648) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Melbourne, FL and has 1 year of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Melbourne, FL | Apr 2022 - Current | 1 |
| Raymond James Financial Services | Melbourne, FL | Jan 2022 - Current | 1 |
| Crane Private Wealth Group | Melbourne, FL | Jan 2022 - Current | 1 |
| Harvard University | Cambridge, MA | Oct 2019 - Dec 2021 | 2 |
| Harvard University | Cambridge, MA | Aug 2017 - Dec 2021 | 4 |
| Raymond James Financial Services | Melbourne, FL | Jun 2021 - Jul 2021 | < 1 |
| Raymond James Financial Services | Melbourne, FL | Sep 2020 - Dec 2020 | < 1 |
| Morgan Stanley | New York City, NY | Jul 2020 - Aug 2020 | < 1 |
| Lockheed Martin | Orlando, FL | May 2019 - Aug 2019 | < 1 |
| Jacobs | Merritt Island, FL | May 2018 - Aug 2018 | < 1 |
| Nissan | Merritt Island, FL | May 2017 - Jul 2018 | 1 |
| Merritt Island High School | Merritt Island, FL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- FL
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Total Assets Under Management245,249MILLIONS
-
Total Number of Accounts932,793ACCOUNTS
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Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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