Raymond James & Associates
45yrs
Top advisor by experience in Fayetteville
30yrs
James Summers
Full name on record: James Edwin Summers
Financial advisor at Raymond James & Associates
James Summers is a fiduciary financial advisor in Fayetteville, Arkansas, with 30 years in the industry. James joined Raymond James & Associates in 2019, after 13 years at Arvest Wealth Management and three years at Raymond James Financial Services. James holds the CFP® designation.
One of 149 advisors with offices in Fayetteville, and one of 143 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 13% by experience in Fayetteville
Office3945 N. Vantage Dr. Suite 3, Fayetteville, AR 72703
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRaymond James & Associates, Inc.Current firm
- 2006 – 2019Arvest Wealth ManagementPreviously
- Feb 2006 – Mar 2006Arvest Wealth ManagementPreviously
- 2003 – 2006Raymond James Financial Services, Inc.Previously
- 1999 – 2002Arvest Wealth ManagementPreviously
Contact James
Local office(479) 435-9955Ask for James. (727) 567-1000Main office · St. Petersburg, FL 3945 N. Vantage Dr. Suite 3Fayetteville, AR 72703Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (479) 435-9955 or the Raymond James & Associates main office at (727) 567-1000, and ask for James Summers.
How long has James been a financial advisor?
James has been in the industry since 1996, about 30 years. Top 13% by experience in Fayetteville.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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