James Edward Kunkel

Employer firm

Provenance Wealth Advisors CRD 126529

$4.44B regulatory AUM 80 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• PORTFOLIO CONSULTING SERVICES

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

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

Current Employers

Employment History

• 08/2013 → 04/2020
  Raymond James Financial Services, Inc.
  Ft. Lauderdale, FL
• 09/2013 → 04/2020
  Raymond James Financial Services Advisors Inc.
  Fort Lauderdale, FL
• 12/2013 → Present
  Provenance Wealth Advisors
  Fort Lauderdale, FL

Previous Registrations

• 2013-09-11 → 2020-04-09
  Raymond James Financial Services Advisors, Inc
  Fort Lauderdale, FL
• 2003-08-01 → 2013-09-03
  Walnut Street Securities, Inc.
  Fort Lauderdale, FL
  Ft. Lauderdale, FL
• 2002-10-09 → 2003-08-01
  Nathan & Lewis Securities, Inc.
  Ft. Lauderdale, FL
• 1998-06-01 → 2002-09-06
  Osaic Fa, Inc.
  Deerfield Beach, FL

Other Businesses

1) Name of Business : Provenance Wealth Advisors. Address: 200 E. Las Olas Boulevard 19th Floor,Fort Lauderdale, FL Nature of the Business: Non-variable Insurance 2) RIDGEWOOD ENERGY FUND. NOT INVESTMENT RELATED:8/2007-PRESENT:FT. LAUDERDALE, FL:INVESTOR:ENERGY:4/HRS/MO:4 HRS DURING TRADING:PASSIVE INVESTOR. 3) ALLIANCE BERNSTEIN PARTNERS: FT.LAUDERDALE; PASSIVE INVESTOR Position/Title: Agent Investment Related:Yes Start Date: 12/09/2013 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 10 Description of duties: I sell long-term care, group health insurance, life insurance, fixed annuities and disability insurance with various vendors.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-10
• S63 Uniform Securities Agent State Law Examination
  1992-03-27

Other Names

• James E Kunkel
• Jim Kunkel