James Franklin Durham

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.
  Franklin, TN

Previous Registrations

• 2010-01-20 → 2013-02-13
  Morgan Keegan & Company, Llc
  Nashville, TN

Other Businesses

(1)Name of Business: Christ United Methodist Church Address: 508 Franklin Road, Franklin, TN, 37069, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Budget

Exams

• S66 Uniform Combined State Law Examination
  2010-01-19
• S63 Uniform Securities Agent State Law Examination
  1986-05-16

Other Names

• Jim Durham