Kim Marie James

Current Employers

Employment History

• 12/1999 → Present
  Jotkoff & Associates P.A.
  W Melbourne, FL
• 12/1999 → Present
  Jotkoff Financial Services, Inc
  W Melbourne, FL
• 03/2012 → 08/2024
  Triad Advisors, Inc
  W Melbourne, FL
• 08/2016 → 12/2017
  Jacksonville University
  Jacksonville, FL
• 05/2020 → 03/2021
  Grand Canyon University
  Phoenix, AZ
• 08/2018 → Present
  University Of Memphis
  Memphis, TN
• 04/2022 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  West Melbourne, FL

Previous Registrations

• 2000-03-22 → 2022-10-26
  Jotkoff Financial Services, Inc.
  Pembroke Pines, FL
  W Melbourne, FL
• 1998-12-31 → 2006-10-06
  Fsc Securities Corporation
  Pembroke Pines, FL
  Pembroke Pines, FL

Other Businesses

1) COSJAM HOLDINGS LLC POSITION: member NATURE: This is business is an LLC that previously owned a property that was rented through Airbnb. The property was sold in 2021. The proceeds of the sale were deposited in a Fidelity account that is fully disclosed along with my other personal and household investment accounts while I wait for an opportunity to reinvest. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2017 ADDRESS: 833 Ellen Street, Fernandina Beach FL 32034, United States DESCRIPTION: I make occasional stock/ETF purchases & sales in the Fidelity account. 2) LIVE EDGE POTTERY POSITION: owner NATURE: Sole proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/07/2022 ADDRESS: 833 Ellen Street, Fernandina Beach FL 32034, United States DESCRIPTION: Create pottery for sale. This is mostly a hobby for mental health. 3) JOTKOFF & ASSOCIATES PA POSITION: CPA NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 12/15/1999 ADDRESS: 2100 Meadowlane Ave, Melourne FL 32904, United States DESCRIPTION: Activities related to the practice of accounting and tax preparation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-30
• S63 Uniform Securities Agent State Law Examination
  1997-07-31

Designations

Other Names

• Kim Konecky
• Rhin James
• Rhin Cochran
• Kim Cochran