James Coleman (CRD# 7186562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Simons Island, GA and has over 3 years of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 6300746
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Jacksonville, FL | Jul 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Jun 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Oct 2019 - Jun 2021 | 1 |
| Frederica Township | Saint Simons Island, GA | Jul 2019 - Oct 2019 | < 1 |
| University Of Georgia | Athens, GA | Aug 2018 - May 2019 | < 1 |
| Ameris Bank | Brunswick, GA | May 2018 - Aug 2018 | < 1 |
| University Of Georgia | Athens, GA | Aug 2017 - May 2018 | < 1 |
| Brunswick Landing Marina | Brunswick, GA | May 2017 - Aug 2017 | < 1 |
| University Of Georgia | Athens, GA | Aug 2016 - May 2017 | < 1 |
| Brunswick Landing Marina | Brunswick, GA | May 2016 - Aug 2016 | < 1 |
| Georgia College In State University | Milledgeville, GA | Aug 2015 - May 2016 | < 1 |
| Glynn Academy | Brusnwick, GA | May 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- FL
- GA
- NH
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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