James Kellogg, financial advisor Savannah GA
93 score

James Kellogg

CRD Number: 5597490
Current Firm: Raymond James Financial Services Advisors, Inc.

James Kellogg (CRD# 5597490) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Savannah, GA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kellogg Investment Group Savannah, GA Aug 2012 - Current 4
Raymond James Financial Services, Inc. Savannah, GA Jul 2012 - Current 4
Raymond James Financial Services Advisors Inc. Savannah, GA Jul 2012 - Current 4
Wells Fargo Advisors LLC Savannah, GA May 2009 - Jul 2012 3
Wachovia Securities, LLC Savannah, GA Sep 2008 - May 2009 < 1
Cumulus Broadcasting Savannah, GA Jun 2008 - Sep 2008 < 1
Cuscowilla On Lake Oconee Eatonton, GA Apr 2005 - Jun 2008 3
Georgia College And State University Milledgeville, GA Aug 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for James D. Kellogg
Phone Number: 727-567-5877
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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