PRESIDENT, PWT
SENIOR WEALTH MANAGER, RJFS
LICENSED INSURANCE AGENT, KEATING
PRESIDENT, PWT
SENIOR WEALTH MANAGER, RJFS
LICENSED INSURANCE AGENT, KEATING
James has a genuine interest in learning people’s stories and the values they embrace. Having spent nearly 20 years in the wealth management industry, he has a deep appreciation for his clients and their family’s goals. Clients often compliment James on his distinctive ability to listen carefully to their stories and then, together, they craft appropriate wealth strategies to help make their aspirations a reality.
The inspiration behind James’s work – both professional and personal – is a constant improvement model. He aspires to be better each day than he was the day before. A 2000 graduate of Kansas State University’s Family Financial Planning program, James has the preparation and perspective of both education and experience that result in distinctive client relationships.
James is an avid outdoorsman who enjoys physical challenges and being physically active in his free time. He currently lives in Lawrence with his wife, and two young daughters.
Pisces Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.
Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.
Raymond James’ Privacy Policy may be found here.
Raymond James’ legal disclosures may be found here
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Made with ❤️ by Twofold
Raymond James is not affiliated with and does not endorse Keating Premier Platform Retirement Plan, eMoney, Nationwide Retirement Plan or John Hancock Retirement Plan.
Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.
Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.
Raymond James’ Privacy Policy may be found here.
Raymond James’ legal disclosures may be found here
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.