James Daniel Landers

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

• 01/2014 → Present
  Raymond James Financial Services,Inc
  Nashville, TN
• 01/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Nashville, TN
• 01/2016 → 01/2018
  David Adams Wealth Group
  Nashville, TN
• 01/2018 → 08/2019
  Grahampton Wealth Group
  Nashville, TN
• 03/2019 → Present
  Royalty Wealth Group
  Nashville, TN
• 09/2019 → Present
  Pinnacle Financial Partners
  Nashville, TN

Previous Registrations

• 2013-01-15 → 2013-09-30
  Cetera Investment Services Llc
  St Cloud, MN
  Franklin, TN
  Brentwood, TN
• 2011-10-14 → 2012-12-03
  Morgan Stanley
  Nashville, TN
  Nashville, TN
• 2007-08-31 → 2011-10-24
  Morgan Keegan & Company, Llc
  Nashville, TN
  Nashville, TN
• 2004-01-09 → 2007-09-10
  Ubs Financial Services Inc.
  Nashville, TN
  Nashville, TN

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 111 10th Ave S Ste 300, Nashville, TN, 37203-3820, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Pinnacle Financial Partners Address: 111 10th Ave S Ste 300, Nashville, TN, 37203-3820, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/01/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Royalty Wealth Group Address: 111 10th Ave S Ste 300, Nashville, TN, 37203, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/01/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2002-08-20

Other Names

• Jim Landers
• James Daniel Landers
• James Daniel Landers