James Batch

Current Employers

Employment History

• 06/2021 → 07/2021
  Raymond James Financial Services
  Melbourne, FL
• 01/2022 → Present
  Raymond James Financial Services
  Melbourne, FL
• 09/2020 → 12/2020
  Raymond James Financial Services
  Melbourne, FL
• 07/2020 → 08/2020
  Morgan Stanley
  New York City, NY
• 05/2019 → 08/2019
  Lockheed Martin
  Orlando, FL
• 05/2018 → 08/2018
  Jacobs
  Merritt Island, FL
• 05/2017 → 07/2018
  Nissan
  Merritt Island, FL
• 10/2019 → 12/2021
  Harvard University
  Cambridge, MA
• 08/2017 → 12/2021
  Harvard University
  Cambridge, MA
• 08/2013 → 05/2017
  Merritt Island High School
  Merritt Island, FL
• 04/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Melbourne, FL
• 01/2020 → 12/2021
  Harvard University
  Cambridge, MA

Other Businesses

B(1)Name of Business: Batch Private Wealth Group, LLC Address: 1160 Broadband Dr Ste 1F, Melbourne, FL, 32901-2623, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advising responsibilities including investment management and financial planning. (2)Name of Business: Crane Batch Private Wealth Group Address: 1160 Broadband Dr Ste 1F, Melbourne, FL, 32901-2623, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/08/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: My branch manager, Brian Crane, and I are changing our current client facing company name from "Crane Private Wealth Group" to "Crane Batch Private Wealth Group." No separate LLC will be created, just changing our DBA. This DBA name was approved via email by ANDREA OSBOURN\nSenior Advisor, Associate Activity and Account Supervision.\n

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15

Designations

Other Names

• James R Batch