James Coleman (CRD# 3188238) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Uvalde, TX and has over 25 years of experience in the finance industry.
CRD# 4089078
State Farm Investment Management Corp.
CRD# 4997183
Edward Jones
CRD# 3060545
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Uvalde, TX | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Uvalde, TX | Feb 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- 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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