JM
CFP · ChFC
JM
CFP · ChFC

James Byron Merchant

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
727 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$2M
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Location

2700-A NW 43rd Street, Gainesville, FL, 32606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James owns an eBay account where he occasionally sells personal items. He spends minimal time on this activity, which is not considered a business or investment.

Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Valmark Securities, INC.Broker
May 2023 - December 2024 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - January 2023 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - January 2023 · 1 mo
Nationwide Investment Advisors, LLC
September 2013 - August 2021 · 7 yrs 11 mos
Nationwide Investment Services CorporationBroker
July 2013 - August 2021 · 8 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.