James Leonard Lamar

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

• 04/2019 → 03/2020
  Pnc Investments
  Cleveland, OH
• 10/2017 → 03/2019
  Embrescia Wealth Management Company
  Aurora, OH
• 10/2017 → 03/2019
  Brockway Properties
  University Heights, OH
• 05/2016 → 09/2017
  Metropolitan Pools
  Parma, OH
• 03/2020 → 10/2020
  Pnc Investments
  Cleveland, OH
• 10/2020 → 07/2021
  Pnc Investments
  Cleveland, OH
• 07/2021 → 02/2022
  Pnc Investments
  Cleveland, OH
• 02/2022 → Present
  Raymond James Financial Services, Inc.
  Mentor, OH
• 02/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Mentor, OH
• 01/2025 → Present
  Carver Financial Services, Llc
  Mentor, OH

Previous Registrations

• 2021-03-15 → 2022-02-04
  Pnc Wealth Management Llc
  Cleveland, OH

Other Businesses

(1)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Assistant/Paraplanner

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-03-03