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JR

James E. Rhodes

B. RILEY SECURITIES
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 2211311
JR

Professional summary


James Edward Rhodes, who also goes by James Edward Rhodes, is a registered financial professional currently at B. RILEY SECURITIES, INC. located in Los Angeles, California.

James is registered as a RR (Registered Representative) and started their career in finance in 1992. James has worked at 17 firms and has passed the Series 66, Series 63, Series 16, Series 7TO, SIE, Series 3, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Edward Rhodes

Other business activities


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.
Douglas Elliman, not investment related, 40 Broad St, New York, NY 10004, real estate sales, real estate sales, 01/15/2017, 30 hours per week, 20 hours during securities trading hours, real estate sales to clients

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Edward Rhodes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 6, 2025 - Present

B. RILEY SECURITIES, INC.

Office #1: 11100 Santa Monica Blvd. Suite 800, Los Angeles, CA 90025
BD
CRD#: 25027
Los Angeles, CA
Past

September 30, 2024 - January 14, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

February 20, 2024 - August 13, 2024

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

January 11, 2024 - August 13, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

June 7, 2016 - March 14, 2017

MAXIM FINANCIAL ADVISORS LLC

RIA
CRD#: 139366
NEW YORK, NY
Past

November 3, 2015 - March 1, 2017

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

May 9, 2012 - May 29, 2015

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

April 11, 2012 - May 29, 2015

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 8, 2010 - September 13, 2011

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 22, 2010 - April 16, 2010

FUNDING CIRCLE SECURITIES LLC

BD
CRD#: 149479
NEW YORK, NY
Past

August 24, 2005 - September 9, 2008

COUNTRYWIDE SECURITIES CORPORATION

BD
CRD#: 10598
CALABASAS, CA
Past

August 14, 2002 - March 3, 2005

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

January 18, 2001 - July 22, 2002

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

August 12, 1998 - November 30, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 28, 1997 - June 3, 1998

AUBREY G. LANSTON & CO., INC.

BD
CRD#: 19695
NEW YORK, NY
Past

July 28, 1997 - December 2, 1997

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

February 14, 1995 - March 2, 1995

STORMHARBOUR SECURITIES LP

BD
CRD#: 35997
NEW YORK, NY
Past

December 2, 1992 - June 20, 1994

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

March 9, 1992 - October 7, 1992

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(2/6/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/16/2024
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 16
Date: 3/17/2025
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/11/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/14/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


BR
B. RILEY SECURITIES, INC.
B. RILEY FBR, INC. | FRIEDMAN, BILLINGS, RAMSEY & CO., INC. | FBR CAPITAL MARKETS & CO. | B. RILEY SECURITIES, INC.

CRD#: 25027 / SEC#: , 8-41426

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
11100 Santa Monica Blvd Suite 800, Los Angeles, CA 90025
Mailing Address
11100 Santa Monica Blvd Suite 800, Los Angeles, CA 90025
Phone number
(310) 966-1444
Established
Delaware since 06/16/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
B. RILEY SECURITIES HOLDINGS, INC.DIRECT PARENT
BAKER, JAMES RICHARDCO-CHIEF EXECUTIVE OFFICER5834046
INNIS, KATHLEEN GIBBONSCHIEF COMPLIANCE OFFICER2112837
MCCOY, MICHAEL RICHARDCHIEF FINANCIAL OFFICER4743031
MOORE, ANDREW THOMASCO-CHIEF EXECUTIVE OFFICER4574997
SCHUTT, JANELLE REGINACONTROLLER2853858

Disclosures


Regulatory Event12
Civil Event1
Arbitration1

Red Flags


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.

Company Information


B. RILEY SECURITIES, INC.

CRD#: 25027Los Angeles, CA 90025

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