James Donald Atkinson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Raymond James Financial Services
  New Albany, OH
• 10/2011 → Present
  Raymond James Financial Services Advisors Inc.
  New Albany, OH
• 02/2013 → Present
  Columbus Capital
  Albany, OH
• 09/2011 → Present
  Honacker Miracle Llc
  New Albany, OH

Previous Registrations

• 2007-03-19 → 2011-10-24
  Edward Jones
  New Albany, OH

Other Businesses

(1) Name of Business: Columbus Capital Address: 6530 W Campus Oval Ste 110, New Albany, OH, 43054, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/31/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Company name for independent channel for Raymond James (2) Name of Business: Honacker Miracle dba Columbus Capital Address: 6530 W Campus Oval Ste 110, New Albany, OH, 43054, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/30/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cincinnati Life Insurance Independent Agent (3) Name of Business: Honacker Miracle LLC Address: 6530 West Campus Oval Suite 110 , New Albany, OH, 43054, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/05/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Company name for independent channel for Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2007-03-17
• S63 Uniform Securities Agent State Law Examination
  1997-02-06

Designations

• Certified Financial Planner