James Richard Lee

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

• 09/2006 → 08/2021
  Trustmark Investment Advisors Inc
  Jackson, MS
• 06/2025 → Present
  Raymond James Financial Services, Inc.
  Madison, MS
• 08/2021 → 03/2023
  N/A
  Jackson, MS
• 03/2023 → 06/2025
  Renasant Bank Corp
  Ridgeland, MS
• 08/2025 → Present
  Van Skiver Financial Services, Llc
  Madison, MS
• 10/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Madison, MS

Previous Registrations

• 2013-07-01 → 2021-08-12
  Trustmark Investment Advisors, Inc.
  Ridgeland, MS

Other Businesses

(1) Name of Business: Address: 100 Fountains Blvd Ste 200, Madison, MS, 39110-6343, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Branch Professional

Exams

• S66 Uniform Combined State Law Examination
  2025-10-25
• S65 Uniform Investment Adviser Law Examination
  2013-08-30

Other Names

• Richard Lee