Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
314 1/2 E. Burlington St., Iowa City, IA 52240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rjfs, Inc | Iowa City | IA | 01/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Iowa City | IA | 01/2009 | Present |
| James Investment Group | Iowa City | IA | 05/2009 | 11/2016 |
| Performance Gym | Coralville | IA | 12/2014 | 01/2018 |
| Jeremy D James Llc | Iowa City | IA | 10/2016 | Present |
| James Investment Group, Inc | Iowa City | IA | 10/2016 | Present |
(1)Name of Business: James Family, LLC Address: 673 Westbury Dr Ste 101, Iowa City, IA, 52245, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/01/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC bought office building to house James Investment Group, Inc. The partnership is with my mother, Lois, who is also part owner of James Investment Group, Inc. (2)Name of Business: James Investment Group, Inc Address: 673 Westbury Dr Ste 101, Iowa City, IA, 52317, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: When I purchased this business from Lois E James 10/1/2016, I purchased as Jeremy D James, LLC, DBA James Investment Group, Inc. I am the sole owner and branch manager. (3)Name of Business: Jeremy D James LLC Address: 673 Westbury Dr Ste 101, Iowa City, IA, 52245, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business owner (4)Name of Business: LERDAL JIM Address: 1685 Redbud Circle, North Liberty, IA, 52317, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 03/02/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am listed on my uncle's testamentary trust as a trustee for his grandson. It will only come into to play if he and my cousin both pass away and the child is under age.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
Reach out to this advisor