James Corey Vertich

Current Employers

Employment History

• 07/1993 → Present
  Raymond James Financial Services, Inc.
  Fort Myers, FL
• 07/2023 → Present
  Uhler Vertich White Advisors, Llc
  Fort Myers, FL

Other Businesses

(1)Name of Business: Southwest Florida Symphony Endowment Foundation Address: 9311 College Pkwy, Fort Myers, FL, 33919, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 12/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As President, I will set the agenda and preside over all meetings. A vote to approve distributions. Additionally, I am a member of the investment committee that decides on how the funds are to be invested. I do not have any authority on the account for trading or distributions. (2)Name of Business: Uhler Vertich White Advisors, LLC Address: 1510 Royal Palm Sq Blvd, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-24

Designations

Other Names

• Corey Vertich