Raymond James & Associates, Inc
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About this Advisor
James Sheehan is a certified financial planner based in New York, New York, with 12 years of financial industry experience. Sheehan currently works for Raymond James & Associates, Inc. During their career, Sheehan has held roles at Raymond James & Associates and Ubs Financial Services Inc. Sheehan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and Texas. Raymond James & Associates, Inc is a financial advisory firm that has its headquarters in New York, New York. The firm has offices in 422 locations and a total of 13,277 advisors. It manages $143 billion in assets across its 472,443 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 385 charitable organizations. Of its 472,443 client accounts, just 6% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Raymond James & Associates, Inc likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Sheehan Work History
James has 12 years of experience.
Raymond James & Associates
Ubs Financial Services Inc
James Sheehan has no disclosures.
Please visit their SEC profile for more details.