James David Yarbrough

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Murfreesboro, TN
• 08/2012 → 05/2019
  St. Rose Of Lima Catholic School
  Murfreesboro, TN

Previous Registrations

• 2004-01-15 → 2013-02-13
  Morgan Keegan & Company, Llc
  Nashville, TN
  Winchester, TN
  Murfreesboro, TN

Other Businesses

(1)Name of Business: rental condo in Florida Address: 5163 Woodbury Pk, Murfreesboro, TN, 37127, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/31/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: condo in Destin. Property management company takes care of everything (2)Name of Business: Tops'l Beach Manor Condominium Owners' Association, Inc. Address: 100 East Vine Street, Murfreesboro, TN, 37129, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 10/17/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the BOD for the building our beach condo is in.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-29
• S63 Uniform Securities Agent State Law Examination
  1999-07-12