James Thomas Kartsonas

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 06/2025 → Present
  Raymond James & Associates Inc.
  Cranberry Township, PA
• 01/2018 → 01/2021
  Erie Insurance
  Pittsburgh, PA
• 05/2022 → 01/2024
  Raymond James
  Beaver, PA
• 09/2020 → 05/2025
  John Carroll University
  University Heights, OH
• 06/2015 → 06/2020
  Peter's Township High School
  Mcmurray, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-29

Other Names

• James Thomas Kartsonas
• James T Kartsonas