James Leon Mccurdy

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

• 02/2006 → Present
  Raymond James Financial Services
  Elizabethtown, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Elizabethtown, PA

Previous Registrations

• 2003-06-05 → 2006-02-15
  Cetera Investment Services Llc
  Lebanon, PA
  Denver, PA
  Gap, PA
  Lancaster, PA
  Lemoyne, PA
  Georgetown, DE
  Danville, PA
  Reading, PA
  Hagerstown, MD
  Elkton, MD
  Hummels Wharf, PA
  Lewisburg, PA
  Palmyra, PA
  East Petersburg, PA
  Allentown, PA
  Bethlehem, PA
  Womelsdorf, PA
  Lititz, PA
  York, PA
  Woolwich Township, NJ
  Hamburg, PA
  Shillington, PA
  Downingtown, PA
  Oxford, PA
  Parkesburg, PA
  Elizabethtown, PA
  Lancaster, PA
  Lancaster, PA
  Leola, PA
  Ephrata, PA
  Lititz, PA
  Manheim, PA
  Lancaster, PA
  Lancaster, PA
  Mountville, PA
  New Holland, PA
  Lancaster, PA
  Quarryville, PA
  Lancaster, PA
  Lancaster, PA
  Hagerstown, MD
  Pine Grove, PA
  Lebanon, PA
  Middleburg, PA
  Sinking Spring, PA
  Sunbury, PA
  Mt. Pleasant Mills, PA
  Lancaster, PA
  Lancaster, PA
  Dillsburg, PA
  Kennett Square, PA
  Elkton, MD
  Reading, PA
  Greenville, DE
  West Grove, PA
  Bethlehem, PA
  Lancaster, PA
  Schaefferstown, PA
  Mifflinburg, PA
  Beaver Springs, PA
  Hackettstown, NJ
  Lebanon, PA
  Whiting, NJ
  Doylestown, PA
  Windsor, NJ
  Middletown, DE
  Woodstown, NJ
  Hummelstown, PA
  Palmyra, PA
  Annville, PA
  Campbelltown, PA
  Cleona, PA
  Somerville, NJ
  Easton, PA
  Virginia Beach, VA
  Chesapeake, VA
  Herndon, VA
  Williamsburg, VA
  Newport News, VA

Other Businesses

(1)Name of Business: DDMP Investment Advisors, LLC Address: 101 Masonic Drive, Elizabethtown, PA, 17022, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/11/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: co-owner of support company (2)Name of Business: DDMP Real Estate, LLC Address: 101 Masonic Dr, Elizabethtown, PA, 17022-2547, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/06/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 20% owner in new building. Our firm is purchasing land and building a new office building to house our office and conduct business. (3)Name of Business: NA Address: 101 Masonic Drive; Elizabethtown PA 17022, Elizabethtown, PA, 17022, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/05/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non variable life insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-12
• S63 Uniform Securities Agent State Law Examination
  1998-05-08

Other Names

• Jim Mccurdy