Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Uvalde, TX 78801
Raymond James Financial
Institution
James Coleman is a financial advisor with Raymond James Financial in Uvalde, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and risk profiling, and is notable for its affiliation with a municipal advisor and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Uvalde, TX N. Camp Street
145 N. Camp Street
Uvalde TX 78801
Advisors at this office
1
Texas
27 years of industry experience
Raymond James Financial
2009 - Present • 17 years
Uvalde, TX
Raymond James Financial Services, Inc.
1999 - Present • 27 years
Uvalde, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Uvalde, TX
Raymond James Financial
Matthew Wyatt is a financial advisor with Raymond James Financial in Uvalde, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at The Bank and Trust since 2015 and serves as one of nine committee members advising leaders at the First United Methodist Church in Uvalde. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses a range of analytical tools to support client goals, with specialized municipal and SIMPLE IRA consulting services also available.
Series 63, Series 66
Uvalde, TX
Raymond James Financial
Jaroy Mulkey is a financial advisor with Raymond James Financial in Uvalde, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Mulkey is also an associate at Security Service Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable municipal and public-finance advisory capabilities.
Series 63, Series 65
Uvalde, TX
Edward Jones
Aaron Pulsford is a financial advisor with Edward Jones in Uvalde, Texas, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branches.
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