James A. Bankes, CPA/PFS
Financial Advisor
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