Raymond James Financial Services Advisors
41yrs
Top 2% by experience in Illinois
46yrs
James Wayne Davis
Financial advisor at Raymond James Financial Services Advisors
At a glance
Experience46 years (since 1980)
How that compares ?Top advisor by experience in Saint Charles
Office204 E. Illinois Ave, Saint Charles, IL 60174
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Raymond James Financial Services Advisors
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2009 – nowRaymond James Financial Services Advisors, Inc.Current firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for James Wayne Davis. James works from the Saint Charles, IL office.
How long has James been a financial advisor?
James has been in the industry since 1980, about 46 years. Top advisor by experience in Saint Charles.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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