James A. Bankes, CPA/PFS

Education

   1988 Rowan University (NJ) – BA Accountancy

Licenses

   FINRA Exams:   Series 63 - Uniform Securities Agent State Law Examination

                                      Series 65 - Uniform Investment Advisor Law Examination

   Insurance:           2-15 License - Florida Life, Health & Variable Annuity Insurance

Business Background:

07/2019 - Present ........Belleair Wealth Management, LLC.  Position: Investment Advisor Representative

12/88 – Present……Bankes Planning Associates.  Position:  President/Certified Public Accountant/Personal Financial Specialist

5/2002 – 7/2019…..Raymond James & Associates.  Position. Registered Investment Advisor/Investment Advisor Representative

02/1995 - 05/2002.........Pitcairn Trust Company.  Position:  Personal Financial Manager

12/88 – 2/1995……Gold Meltzer Plasky & Wise, CPAs.  Position:  Certified Public Accountant