James Christopher Sowell
Financial advisor at Florida Financial Advisors, LLC · Melbourne, FL
Last updated 2026-10-10
Claim your profileJames Christopher Sowell is a financial advisor at Florida Financial Advisors, LLC in Melbourne, FL, CRD 7463100. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2021-11-09.
Registration
- CRD number
- 7463100
- Registration status
- Active
- IAPD registration
- 2021-11-09
- Industry Experience
- 4 years
- Work Experience
- 30 years
- States registered
- FL, TX
Licenses and exams
- Series 65
- Series 63
Work history
- 2021-11 to 2026-01 · Florida Financial Advisors · Orlando, FL
- 2013-06 to Present · S & S Hvac-R, LLC · Rock Hill, SC
- 1996-06 to 2020-12 · Sowell's Meats and Services Inc. · Rock Hill, SC
- 2022-05 to 2026-01 · Trinity Wealth Securities, LLC · Orlando, FL
- 2026-01 to Present · Trinity Wealth Securities, LLC · Melbourne, FL
- 2026-01 to Present · Florida Financial Advisors · Melbourne, FL
Current employment
- Florida Financial Advisors, LLC · Tampa, FL
Florida Financial Advisors, LLC
- Regulatory AUM
- $456,133,125
- Registered advisors
- 857
- Offices
- 68
- Clients per advisor
- 3.5 (Low)
- Average AUM per client
- $151.8K (Low)
- High-net-worth client ratio
- 1.0% (Low)
Florida Financial Advisors, LLC: advisors, services and reported ETF investments
About
James Christopher Sowell is a financial advisor at Florida Financial Advisors, LLC in Melbourne, FL. Reported securities licenses include Series 65 and Series 63. The latest record indicates 4 years of industry experience and 30 years of reported work history. Reported roles include Trinity Wealth Securities, LLC, Florida Financial Advisors, S & S Hvac-R, LLC, Sowell's Meats and Services Inc., among others.
SEC disclosures list additional business and community activities: Florida Financial Advisors (investment related): Nature of business: ria; Position: financial consultant.
Florida Financial Advisors, LLC's firm-level Form ADV reports 857 advisors across 68 offices; approximately 3.5 clients per advisor, average assets per client of $151,791, and regulatory AUM of $456.1M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $208.5M across 137 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to James Christopher Sowell personally.
Reported ETF positions
Florida Financial Advisors reports 137 ETF positions worth $208.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $20.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $16.1M |
| BBUS — JPMorgan BetaBuilders U.S. Equity ETF | $14.1M |
| VTV — Vanguard Morningstar Value ETF | $9.9M |
| XLK — State Street Technology Select Sector SPDR ETF | $8.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Florida Financial Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $251.7K | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $329.4K | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | DRAM — Roundhill Memory ETF | $1M | Top 98.6% | Replicability (R²) 43.0% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Florida Financial Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
1501 Robert J Conlan Blvd NE Ste 280, Melbourne, FL 32095
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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