James Lee Maddux

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

• 02/2012 → Present
  Raymond James Financial Services, Inc.
  Brentwood, TN
• 02/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Brentwood, TN
• 02/2012 → 05/2024
  Cova Wealth Management
  Brentwood, TN

Previous Registrations

• 2005-09-02 → 2012-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
  Brentwood, TN
  Columbia, TN
  Brentwood, TN

Other Businesses

(1)Name of Business: Maddux Wealth Management Address: 10 Burton Hills Suite 400, Nashville , TN, 37215, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/13/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is a DBA for my financial services with Raymond James (2)Name of Business: Maddux Wealth Management Address: 112 Westwood Pl Ste 220, Brentwood, TN, 37027-5350, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/27/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of DBA Maddux Wealth Management (3)Name of Business: Mass Mutual Capital Financial Group Address: 112 Westwood Pl Ste 211, Brentwood, TN, 37027, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/21/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Providing Disability and Life Insuarance to clients (4)Name of Business: Music City Academy Address: 1704 Green Hills Drive, Nashville, TN, 37215, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: No Start Date: 09/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: perform all duties incident to the office of Treasurer and such other duties\nas may from time to time be assigned to him or her by the President or by the Board of Directors.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-01

Other Names

• Jim Lee Maddux
• James Lee Muddux