James Bradley Gibbs

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

• 10/2014 → 11/2016
  Raymond James & Associates, Inc.
  Nashville, TN
• 11/2016 → Present
  Raymond James Financial Services, Inc.
  Hendersonville, TN
• 04/2020 → Present
  Lawrence Bank
  Hendersonville, TN
• 12/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Hendersonville, TN

Previous Registrations

• 2015-02-18 → 2016-11-28
  Raymond James & Associates, Inc.
  Nashville, TN

Other Businesses

(1)Name of Business: Lawrence Wealth Management Address: 221 Indian Lake Blvd, Hendersonville, TN, 37075-6214, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-13
• S63 Uniform Securities Agent State Law Examination
  2012-11-27

Designations

• Chartered Financial Consultant

Other Names

• James Jr Gibbs