James Warren

With knowledge and experience gained from 26 years in commercial banking and more than 30 years in investment research, planning and management, Jim has the perspective to help meet your financial goals. He understands how to balance the complex aspects of a financial plan and how to adapt to changing circumstances.

Jim began his investment career in 1991 with Smith Barney (later to become Citigroup, and eventually Morgan Stanley through multiple mergers). In 2010, he joined Wells Fargo Advisors and, after 11 years with Wells, in 2021, he transitioned his practice to Raymond James.

Jim is committed to providing a high level of service for his clients, utilizing the vast resources and expertise of the firm’s professionals to provide targeted comprehensive advice and customized portfolio management strategies to align with each client’s specific objectives to efficiently pursue their goals.

A Tampa native, Jim is, and has always been, an active member of the business community. Away from the office, he enjoys fishing, reading and spending weekends in Homosassa with his family.