James M. Izett
Professional summary
James Mcrae Izett was a registered financial advisor .
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. James had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 21, 2025 - Present
May 12, 2017 - July 3, 2025
ONEDIGITAL
September 11, 2014 - July 20, 2017
ADVISEME NATIONAL ADVISORS
August 7, 2014 - May 1, 2017
INDEPENDENT FINANCIAL GROUP, LLC
August 6, 2014 - May 1, 2017
INDEPENDENT FINANCIAL GROUP, LLC
April 11, 2012 - August 5, 2014
FINANCIAL TELESIS INC
April 9, 2012 - August 5, 2014
FINANCIAL TELESIS INC
April 14, 2004 - March 21, 2012
EQUITABLE ADVISORS, LLC
October 20, 1980 - March 21, 2012
EQUITABLE ADVISORS, LLC
July 28, 1980 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2025)
Exams
Series 1
Date: 7/18/1980
Registered Representative ExaminationCurrent firm
No current employment
Red Flags
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