James Leon Stoddard Jr.
ChFC®, CLU®Professional Summary
James Leon Stoddard JR., ChFC®, CLU®, who also goes by James Leon Stoddard Jr, James Leon Stoddard, Jim Stoddard Jr, James Leon Stoddard, Jr., was a registered financial advisor. James was a previously registered financial professional and started their career in finance 1993 - 2025. James had worked at 9 firms and has passed the Series 66, Series 7, Series 6, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Leon Stoddard Jr, James Leon Stoddard, Jim Stoddard Jr, James Leon Stoddard, Jr.
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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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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
FAOC, LLC | FINANCIAL ADVISOR ON CALL
Contact Information
Main Address
801 West Bay Drive Suite 603, Largo, FL 33770Phone Number
(629) 333-3262# of Employees
1Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1993About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 1998About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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