Mary
James

Colomb Investment Management Company, LLC

CRD#1369633
Investment Advisor
in Ocala, FL

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About this Advisor

Mary James is a financial advisor based in Ocala, Florida, working with Colomb Investment Management Company, LLC. Mary has previously held positions at Guardian Life Insurance Company Of America, Park Avenue Securities LLC, Wealth With Wisdom Advisors, Inc, Interfaith Foundation, Prime Image Design LLC, Swp Group Inc, Laurel Lake Villas Owners Association, Interfaith Emergency Services Corporation, Touchstone Wealth Advisors LLC, Mcbryar Advisory Services, Inc, Author, and Colomb Investment Management Company, LLC. Mary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Mary is part of Colomb Investment Management Company, LLC, which operates out of Ocala, Florida. The firm has 2 offices and 5 employees. The firm manages assets totaling $1.6 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Colomb Investment Management Company, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Ocala, FL

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Colomb Investment Management Company, LLC Brokerage Details

Total Assets Under Management

$1,600,000

FL Average: $486,181,852
Total Number of Employees

5

FL Average: 13
Total Number of Accounts

7

FL Average: 722
Average Account Size

$228,571

FL Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Mary James Work History

2023 - Present (1 year)

Colomb Investment Management Company, LLC

2022 - Present (2 years)

Author

2020 - Present (4 years)

Touchstone Wealth Advisors LLC

2012 - Present (12 years)

Swp Group Inc

2006 - Present (18 years)

Prime Image Design LLC

2022 - 2022 (< 1 year)

Mcbryar Advisory Services, Inc

2020 - 2023 (3 years)

Touchstone Wealth Advisors LLC

2017 - 2021 (4 years)

Wealth With Wisdom Advisors, Inc

2016 - 2018 (2 years)

Interfaith Foundation

2015 - 2021 (6 years)

Laurel Lake Villas Owners Association

2008 - 2018 (10 years)

Interfaith Emergency Services Corporation

2005 - 2017 (12 years)

Park Avenue Securities LLC

2004 - 2017 (13 years)

Guardian Life Insurance Company Of America

2004 - 2017 (13 years)

Park Avenue Securities LLC

Disclosures

Please visit the SEC profile of Mary James to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Colomb Investment Management Company, LLC

Thomas Webb
Daphne, AL
Shauna Price
Lakeside, CA
Eric Harris
Metairie, LA
Robert Colomb
Metairie, LA
Mary James
Ocala, FL
Samuel Alleyne
Metairie, LA
Michael Babin
Metairie, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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