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James Thomas Fife

CRD# 1180159·Registered 1983 - 2025
Previously Registered: Being a previously registered professional could mean that James is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

James Thomas Fife, who also goes by Tom Fife, was a registered financial advisor. James was a previously registered financial professional and started their career in finance 1983 - 2025. James had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tom Fife

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

EUDAIMONIA ADVISORS LLC·CRD# 302001
RIA
Pensacola, FL
June 8, 2020 - January 22, 2025
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Pensacola, FL
February 13, 2013 - May 18, 2020
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Pensacola, FL
February 13, 2013 - May 18, 2020
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
RIA
Pensacola, FL
August 14, 1998 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Pensacola, FL
August 14, 1998 - February 13, 2013
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
April 16, 1993 - August 25, 1998
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Memphis, TN
March 28, 1989 - May 7, 1993
LEHMAN BROTHERS INC.·CRD# 7506
BD
January 26, 1987 - April 17, 1989
THE ROBINSON-HUMPHREY COMPANY, LLC·CRD# 723
BD
September 22, 1983 - February 2, 1987

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Current Firm

EA
EUDAIMONIA ADVISORS LLC

BREWER WEALTH MANAGEMENT | SOUTHERN EDGE WEALTH SOLUTIONS | EUDAIMONIA GROUP | EUDAIMONIA ADVISORS LLC | EUDAIMONIA ADVISORS | CHAPARRAL WEALTH ADVISORS

CRD#: 302001 / SEC#: 801-116891

Contact Information

Main Address

1791 Bypass Road, Winchester, TN 37398

Phone Number

(931) 968-1127

# of Employees

11

Documents

Latest Form ADV

Part 2 Brochures

EUDAIMONIA ADVISORS, LLC ADV PART 2A FIRM DISCLOSURE BROCHURE (3/29/2024)

Regulatory Assets Under Management

Total Number of Accounts

1,124

AUM (Assets Under Management)

$307,053,861

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) NAME OF BUSINESS : JAMES THOMAS FIFE ADDRESS: PENSACOLA, FL NATURE OF THE BUSINESS: BUSINESS OWNER POSITION/TITLE: PROPRIETOR/OWNER INVESTMENT RELATED:YES START DATE: 01/01/2011 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 2 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: PROVIDE PLAN ADMINISTRATION SERVICES FOR 2 PROFIT SHARING PLANS THAT HAVE BEEN CLIENTS FOR UP TO 40 YEARS, NO NEW ADMINISTRATION CLIENTS ARE ACCEPTED

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1983About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1983About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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