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James Wilson Powell

Raymond James Financial Services Advisors, Inc

Lebanon, TN

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-24
TN RA APPROVED 2020-10-16
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • TN RA
    APPROVED
    Since 2020-10-16

Branch Locations

623 West Main Street, Lebanon, TN 37087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymind James Financial Services Inc Lebanon TN 07/2020 Present
First Horizn Bank Brentwood/Nashville TN 07/2017 06/2020
Ubs Nashville TN 06/2014 06/2017
Wilson Bank & Trust Lebanon TN 07/2020 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-14
  • S66 Uniform Combined State Law Examination
    2020-10-14
Designations
Other Names
  • James Wilson Powell Rd
  • James Wilson Powell
  • James Wilson Powell
  • James Wilson Powell Iii

View on SEC IAPD

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Other Investors

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HEIDI LYNN KING
Zachary Blake Stahl
DAVID WAYNE WALDEN
Kaleb Dickerson
Keaton Hower Smith
Jeffrey A Grissom
Christopher Francis Mendoza

Other Offices

LPL FINANCIAL LLC · LEBANON, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Lebanon, TN
CETERA INVESTMENT ADVISERS LLC · Lebanon, TN
CETERA INVESTMENT ADVISERS LLC · Lebanon, TN
LPL FINANCIAL LLC · LEBANON, TN
EDWARD JONES · LEBANON, TN
EDWARD JONES · Lebanon, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LEBANON, TN

More in Lebanon, TN

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