Wells Fargo Advisors
43yrs
Top advisor by experience in Melbourne
5yrs
James Batch
Financial advisor at Raymond James Financial Services Advisors
James Batch has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Melbourne, Florida. James joined Raymond James Financial Services Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. James holds the CFP® designation.
One of 290 advisors with offices in Melbourne, and one of 268 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1160 Broadband Drive Suite 1f, Melbourne, FL 32901
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact James
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for James. 1160 Broadband Drive Suite 1fMelbourne, FL 32901Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask James
Tailored to James’s registration and firm.
- 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 Raymond James Financial Services Advisors at (727) 567-3020 and ask for James Batch. James works from the Melbourne, FL office.
How long has James been a financial advisor?
James has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does James hold?
Series 66. 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 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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