James Cameron Williams

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

• 03/2014 → 01/2024
  Ubs Financial Services Inc.
  Jacksonville, FL
• 01/2024 → Present
  Raymond James Financial Services, Inc.
  Jacksonville, FL
• 01/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Jacksonville, FL

Previous Registrations

• 2014-04-09 → 2024-02-01
  Ubs Financial Services Inc.
  Jacksonville, FL
• 2013-09-05 → 2014-03-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 2011-12-06 → 2013-07-10
  Strategic Advisers Llc
  Jacksonville, FL

Other Businesses

(1)Name of Business: Coastal Oak Wealth Advisors Address: 9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA for firm (2)Name of Business: Jacksonville Public Education Fund (JPEF) Address: 40 East Adams Street, Suite 110, Jacksonville, FL, 32202, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 12/14/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair of the Governance committee\nVice Chair of Board of Directors\nMember of Finance Committee\nMember of HR & Compensation Committee (3)Name of Business: Musseum of Science & History Address: 3861 Ortega Blvd, Jacksonville, FL, 32210, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 07/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: capital campaign committee to raise funds for a new museum (4)Name of Business: Sanctuary on 8th Street Address: 120 E 8th Street, Jacksonville, FL, 32206, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 07/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of Finance Committee (5)Name of Business: Super Secret Spot, LLC Address: 3861 Ortega Blvd, Jacksonville, FL, 32210, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/23/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a single member LLC 100% owned by me that was used to purchase land in Swainsboro, GA. This is not an operating business. (6)Name of Business: The June Group Address: 3861 Ortega Blvd, Jacksonville, FL, 32210, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 09/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor agrees to consult with and advise Company from time to time, at Company's request. Advisor shall provide at least five (5) hours per month providing Services to the Company which shall include attendance at monthly strategy meetings (either in person or remotely), attending advisory board meetings and meeting with potential customers, investors, strategic partners, vendors or employees. Advisor shall promptly respond to phone calls and email requests from the Company and its agents.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-01
• S63 Uniform Securities Agent State Law Examination
  2011-04-26

Designations

• Certified Financial Planner

Other Names

• James Cameron Williams
• Buck Williams
• James Williams
• Buck Williams
• James Cameron Williams
• James C Williams