James Marquardt, financial advisor Rochester MN

James Marquardt

CRD Number: 1863266
Current Firm: Raymond James Financial Services Advisors, Inc.

James Marquardt (CRD# 1863266) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester, MN and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Trimarq, LLC Dodge Center, MN Apr 2019 - Current 4
Bremer Investments Rochester, MN May 2018 - Current 5
Victor C And Bettye L Marquardt Irrevocable Trust Dodge Center, MN May 2018 - Current 5
Raymond James Financial Services,inc Rochester, MN Jan 2015 - Current 9
Bremer Bank Rochester, MN Jan 2015 - Current 9
Raymond James Financial Services Advisors Inc. Rochester, MN Jan 2015 - Current 9
Linsco/private Ledger Corp Rochester, MN Oct 2004 - Jan 2015 10
Eastwood Bank Rochester, MN Oct 2004 - Jan 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
Contact Info for James P. Marquardt
Phone Number: 727-567-3020
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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