James Maxwell Raymond

Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Ima Advisory Services, Inc
  Denver, CO
• 05/2020 → 08/2020
  Lambeau's America
  Highland Village, TX
• 06/2023 → 08/2023
  Chili's
  Grapevine, TX
• 06/2024 → 08/2024
  Pizza Hut
  Justin, TX
• 05/2025 → 08/2025
  Kwik Kar
  Lantana, TX
• 03/2021 → 05/2021
  Lifetime Fitness
  Flower Mound, TX
• 05/2023 → 06/2023
  Fort Worth Civil Constructors, Llc
  Fort Worth, TX
• 09/2019 → 04/2022
  Lake Cities Girls Softball Association
  Denton, TX
• 03/2020 → 07/2022
  Usa Softball
  Dallas/Fort-Worth Metroplex, TX
• 08/2022 → 05/2023
  Blinn Community College
  Bryan, Texas, TX
• 08/2023 → 05/2026
  University Of Arkansas
  Fayetteville, AR
• 06/2016 → 05/2022
  Denton Isd School District
  Denton, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-31