James H. Elam Financial Services (operating through SEC-registered fiduciary Raymond James Financial Services Advisors, Inc., CRD #149018, SEC File #801-69815, and Raymond James Financial Services, Inc., CRD #6694) is an established wealth management and retirement investment practice located on Citrus Avenue in historic downtown Fort Pierce, Florida. Led by Branch Manager and Investment Adviser Representative James Harold Elam (CRD #4040694, advising St. Lucie County investors since 1999), the practice assists Fort Pierce, North and South Hutchinson Island, Indian River Estates, and Spanish Lakes retirees with conservative dividend and fixed-income portfolio construction, tax-efficient RMD withdrawals, municipal bond ladders, long-term care funding analysis, and multi-generational estate settlement.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Raymond James Financial Services Advisors, Inc.); SEC IAPD Individual Profile — James Harold Elam (CRD #4040694); Raymond James Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-69815; fiduciary investment advisory services offered through Raymond James Financial Services Advisors, Inc. (CRD #149018) and securities through Raymond James Financial Services, Inc. (CRD #6694) at 600 Citrus Ave, Suite 200, Fort Pierce, FL 34950.
Issuer: SEC / FINRA
Notes: Led by Branch Manager and Financial Advisor James Harold Elam (CRD #4040694), registered in Florida with over 25 years of Treasure Coast wealth management experience.
Factual details and direct answers about James H. Elam Financial Services — Raymond James's services, licensing, and credentials.
What are the SEC and FINRA registrations for James H. Elam's Raymond James practice in Fort Pierce?
Branch Manager James Harold Elam (CRD #4040694) is registered as an Investment Adviser Representative with Raymond James Financial Services Advisors, Inc. (an SEC-registered Investment Adviser, CRD #149018, SEC File #801-69815) and as a Registered Principal with Raymond James Financial Services, Inc. (CRD #6694).
What retirement and estate services does this Fort Pierce office provide to local seniors?
The practice serves retirees across Fort Pierce, Hutchinson Island, and Spanish Lakes with customized fixed-income and dividend portfolios, IRA and FRS pension rollovers, Required Minimum Distribution (RMD) planning, long-term care funding evaluations, and coordination with local St. Lucie County estate attorneys and CPAs.
Where is the Raymond James office located in downtown Fort Pierce?
The office is located two blocks west of U.S. Highway 1 in downtown Fort Pierce at 600 Citrus Avenue, Suite 200, Fort Pierce, Florida 34950.
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