James Bassett

Current Employers

Employment History

• 11/2016 → 09/2022
  Edward Jones
  St Louis, MO
• 09/2022 → Present
  Raymond James Financial Services, Inc.
  San Ramon, CA
• 09/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  San Ramon, CA

Previous Registrations

• 2017-02-27 → 2022-09-30
  Edward Jones
  Danville, CA
  St Louis, MO
  Walnut Creek, CA
  San Ramon, CA

Other Businesses

(1)Name of Business: Diamond Oak Wealth Partners Address: 2333 San Ramon Valley Blvd. Suite 450, San Ramon, CA, 94583, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/29/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA name Diamond Oak Wealth Partners (2)Name of Business: JRB Financial, LLC Address: 2333 San Ramon Valley Blvd., San Ramon, CA, 94583, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/04/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for business purposes. (3)Name of Business: Silver Tree Collective Address: 2333 San Ramon Valley Blvd., San Ramon, CA, 94583, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: DBA Name only - SilverTree Collective will be an umbrella\nfor all companies to fall under (we have various groups\nwith different DBA names in our population)

Exams

• S66 Uniform Combined State Law Examination
  2017-02-24