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IJ
IJ

Ian E James

International Assets Investment Management, LLC
30 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
International Assets Investment Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$419K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$50K

Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History (1)
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Regulatory
November 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ian is the owner of Capital Financial Group, LLC, a private label entity for financial business, and a managing member of James Financial, LLC, a holding company. He is also an investment advisor with Global Assets Advisory, LLC, a member/partner in Jackass, LLC (real estate holdings), a contributing book author, and a silent partner/owner in Gold Club, LLC (restaurant/bar).

Employment History
Current Registrations
International Assets Investment Management, LLC
August 2023 - Present · 2 yrs 6 mos
Global Assets Advisory, LLC
May 2020 - Present · 5 yrs 9 mos
International Assets Advisory, LLCBroker
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Global Assets Advisory, LLC
May 2020 - May 2020 · 0 mos
Global Planning Stewards LLC
May 2020 - May 2020 · 0 mos
Investacorp Advisory Services INC
August 2014 - May 2020 · 5 yrs 9 mos
Investacorp, INC.Broker
July 2014 - May 2020 · 5 yrs 10 mos
Summit Financial Group INC
October 2011 - July 2014 · 2 yrs 9 mos
Summit Brokerage Services, INC.Broker
October 2011 - July 2014 · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
January 2011 - September 2011 · 8 mos
Raymond James Financial Services, INC.Broker
January 2011 - September 2011 · 8 mos
Wells Fargo Advisors Financial Network, LLC
March 2008 - January 2011 · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2008 - January 2011 · 2 yrs 10 mos
LPL Financial Corporation
April 2007 - March 2008 · 11 mos
Edward Jones
January 2007 - January 2007 · 0 mos
LPL Financial CorporationBroker
January 2007 - March 2008 · 1 yr 2 mos
Edward JonesBroker
January 2001 - January 2007 · 6 yrs
Prudential Securities IncorporatedBroker
November 2000 - November 2000 · 0 mos
Edward JonesBroker
October 1996 - January 2001 · 4 yrs 3 mos
Metlife Securities INC.Broker
September 1995 - August 1996 · 11 mos
Metropolitan Life Insurance CompanyBroker
September 1995 - August 1996 · 11 mos
State Registrations10 states
ARCOFLGAIDLAMSNCNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.