James Anthony Bankes

Employer firm

Belleair Wealth Management, LLC CRD 131666

$111M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/2002 → 07/2019
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 05/2006 → Present
  Bankes Planing Associates, Inc
  St. Petersburg, FL
• 01/2010 → 07/2019
  Raymond James Financial Services Advisors, Inc.
  St. Ptersburg, FL
• 07/2019 → Present
  Belleair Wealth Management, Llc
  Belleair Bluffs, FL

Previous Registrations

• 2009-08-03 → 2019-07-05
  Raymond James Financial Services Advisors, Inc
  Largo, FL
• 2005-07-26 → 2009-10-10
  Raymond James Financial Services, Inc.
  Largo, FL
  Largo, FL

Other Businesses

1.Name of Business: Bankes Planning Associates, Inc. Address: 2420 1st Ave N., St. Petersburg, FL 33713 Nature of the Business: CPA and Tax Planning Position/Title: Officer, CEO and Certified Public Accountant Investment Related: No Start Date: 05/15/2002 Hours per month devoted to this business: 100 Hours per month devoted to this business during trading hours: 100 Description of duties: Offering tax planning and accounting related services to individuals and business clients. 2.Name of Business: Independent Insurance Agent Address: 2420 1st Ave N., St. Petersburg, FL 33713 Nature of the Business: Insurance Sales Position/Title: Insurance Agent Investment Related: Yes Start Date: 2002 Hours per month devoted to this business: Less than 10 Hours per month devoted to this business during trading hours: As needed by the client 3.Name of Business: Bankes Financial Services, LLC Address: 2420 1st Ave N., St. Petersburg, FL 33713 Nature of the Business: A holding company to process fees for tax purposes Position/Title: Managing Member Investment Related: No Start Date: 07/26/2019 Hours per month devoted to this business: Less than 2 hours per month Hours per month devoted to this business during trading hours: None

Exams

• S66 Uniform Combined State Law Examination
  2005-06-29
• S63 Uniform Securities Agent State Law Examination
  1994-09-22

Designations

• Personal Financial Specialist