James Bryant Mcallister

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

• 11/2015 → 05/2021
  Comerica Securities, Inc
  Houston, TX
• 05/2021 → Present
  Raymond James Financial Services, Inc
  Houston, TX
• 05/2021 → Present
  Raymond James Financial Services Advisor, Inc
  Houston, TX
• 05/2021 → Present
  Woodforest Financial Services, Inc
  Houston, TX

Previous Registrations

• 2016-03-10 → 2021-06-01
  Comerica Securities
  Houston, TX
  Dallas, TX
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

(1)Name of Business: McAllister Carbajal Wealth Address: 1233 West Loop S Ste 1800, Houston, TX, 77027-9106, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 11/04/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Team name for branding (2)Name of Business: Woodforest Wealth Address: 1233 West Loop S Ste 1800, Houston, TX, 77027-9106, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/31/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA of Woodforest Financial Services, Inc. Wealth management services.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-09
• S63 Uniform Securities Agent State Law Examination
  2007-10-22