James Wilson Powell

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

• 07/2020 → Present
  Raymind James Financial Services Inc
  Lebanon, TN
• 07/2017 → 06/2020
  First Horizn Bank
  Brentwood/Nashville, TN
• 06/2014 → 06/2017
  Ubs
  Nashville, TN
• 07/2020 → Present
  Wilson Bank & Trust
  Lebanon, TN

Exams

• S66 Uniform Combined State Law Examination
  2020-10-14

Designations

• Certified Financial Planner

Other Names

• James Wilson Powell Rd
• James Wilson Powell
• James Wilson Powell
• James Wilson Powell Iii