James William Dailey

Financial advisor at Raymond James & Associates, Inc. · Lakewood Ranch, FL

Last updated 2026-10-10

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James William Dailey is a financial advisor at Raymond James & Associates, Inc. in Lakewood Ranch, FL, CRD 6132178. Licenses and exams on the registration: Series 63, Series 66. First registered 2018-11-07.

Registration

CRD number
6132178
Registration status
Active
First registered
2018-11-07
Years of experience
13
States registered
FL, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2013-06 to 2018-09 · Franklin Templeton Distributors · St. Petersburg, FL
  • 2018-09 to Present · Raymond James and Associates · Lakewood Ranch, FL

Current employment

SEC IAPD record for James William Dailey

Raymond James & Associates, Inc.

Regulatory AUM
$500,955,604,975
Registered advisors
5,800
Offices
1,828
Clients per advisor
91.7 (Moderate)
Average AUM per client
$942.3K (Low)
High-net-worth client ratio
18.7% (Moderate)

Raymond James & Associates, Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by Raymond James & Associates, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Registered Municipal Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners

Location

8120 Lakewood Main Street, Lakewood Ranch, FL 34202

26 advisors at this office.

Raymond James office in Lakewood Ranch, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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