JAMES W. RAYMOND is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-12-11 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-12-04 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-01-26 | 2025-03-31 | — |