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James R Smith

Raymond James & Associates, Inc.

Auburn Hills, MI

Grand Blanc, MI

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-11-03
  • MI RA
    APPROVED
    Since 2023-11-03

Branch Locations

27 S Squirrel, Ste. 200, Auburn Hills, MI 48326 • United States

Grand Blanc, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Grand Blanc MI 04/2023 Present
Cjsj Strategy Advisors Grand Blanc MI 10/2022 04/2023
Mclaren Medical Group Flint MI 08/2020 09/2022
Cjsj Strategy Advisors Grand Blanc MI 02/2018 08/2020
Beaumont Health Southfield MI 01/2015 01/2018
Grand Blanc Community Schools Grand Blanc MI 08/2025 Present
  • 04/2023 → Present
    Raymond James & Associates
    Grand Blanc, MI
  • 10/2022 → 04/2023
    Cjsj Strategy Advisors
    Grand Blanc, MI
  • 08/2020 → 09/2022
    Mclaren Medical Group
    Flint, MI
  • 02/2018 → 08/2020
    Cjsj Strategy Advisors
    Grand Blanc, MI
  • 01/2015 → 01/2018
    Beaumont Health
    Southfield, MI
  • 08/2025 → Present
    Grand Blanc Community Schools
    Grand Blanc, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2023-10-18

View on SEC IAPD

Other Firms

KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
GIBBS WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PREDMORE ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DEFINING WEALTH

Other Investors

DANIEL THOMAS WISNIEWSKI
ANDREW SCOTT GRABINSKI
PATRICE LANELL JOSIENE SINCLAIR
John A Kulhavi
JASON LEE FIREK
John G Gaynor
Nancy Ann Smith
MEGAN MICHELLE RINGWELSKI

Other Offices

KESTRA PRIVATE WEALTH SERVICES, LLC · Auburn Hills, MI
J.P. MORGAN SECURITIES LLC · AUBURN HILLS, MI
GIBBS WEALTH MANAGEMENT, LLC · Bloomfield Twp, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCHESTER HILLS, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
PREDMORE ADVISORS LLC · ROCHESTER HILLS, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Auburn Hills, MI
DEFINING WEALTH · Auburn Hills, MI

More in Auburn Hills, MI

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