James Lawren Coltrin

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

• 01/2004 → Present
  Raymond James Financial Services
  Chattanooga, TN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Chattanooga, TN
• 07/2015 → 02/2018
  Pinnacle Bank
  Chattanooga, TN
• 02/2018 → Present
  Keystone Financial Pllc
  Chattanooga, TN
• 09/2019 → Present
  True North Advisors, Pllc
  Chattanooga, TN

Other Businesses

(1)Name of Business: Adelade Holdings, LLC Address: 6150 Shallowford Rd Ste 106, Chattanooga, TN, 37421-7218, United States Activity Type: Rental Real Estate Position/Title: Investment Related: No Start Date: 04/22/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Colours By Design, Inc Address: 6150 Shallowford Rd, Ste 106, Chattanooga, TN, 37421, United States Activity Type: Other Position/Title: Agent Investment Related: No Start Date: 03/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Registered agent for TN SOS (3)Name of Business: Keystone Financial PLLC Address: 6150 Shallowford Rd Ste 106, Chattanooga, TN, 37421, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/22/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Keystone Financial is the organization that owns my book for FA #4961. The only thing that I do with Keystone is use it as a pass through. (4)Name of Business: NA Address: 3330 Tunnel Hill Road SW, Cleveland, TN, 37311, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/28/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own Real Estate for rental (5)Name of Business: True North Advisors, PLLC Address: 6150 Shallowford Rd Ste 106, Chattanooga, TN, 37421, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/16/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: True North Advisors, PLLC is a business to run the business side of my RJFS-FID branch as independent advisors. It is the company that has employees, rents the office space, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-12
• S63 Uniform Securities Agent State Law Examination
  2000-05-24

Designations

• Certified Financial Planner