James Robert Delaura

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

• 08/2015 → Present
  Raymond James Financial Services, Inc
  Viera, FL
• 08/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Viera, FL

Previous Registrations

• 2011-11-28 → 2015-08-06
  Cadaret, Grant & Co., Inc.
  Melbourne, FL
  Melbourne, FL

Other Businesses

(1)Name of Business: CPA Financial Enrichment Group Address: 8085 Spyglass Hill Rd, Viera, FL, 32940, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/27/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CPA Financial Enrichment Group is DBA Support Co. under which I am an acting advisor through RJFS (2)Name of Business: Waterford Pointe Homeowners Association Address: 1064 Wimbledon Drive, Melbourne, FL, 32940, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 03/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist, comments, on Homeowner association activities and budget items. I would participate on projects (i.e. annual picnic) and/or ongoing committees (lawn committee, irrigation committee, etc). I

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-15
• S63 Uniform Securities Agent State Law Examination
  2000-01-19

Other Names

• James R Delaura
• Jim Delaura