James Bankes has been an investment adviser representative at Belleair Wealth Management since July 2019, and is not listed among the firm’s executive officers or direct owners. James Bankes holds a Bachelor of Arts in Accountancy from Rowan University.
Belleair Wealth Management, LLC is a Belleair Bluffs, FL firm with $111M under management, 150 clients and 5 advisers across 2 offices, as of its March 2026 filing.
James Bankes is Wealth Advisor of Belleair Wealth Management, LLC, based in Belleair Bluffs, Florida. He has more than 30 years of experience in accounting and financial services and has served in various financial and advisory roles, including with Raymond James & Associates and Pitcairn Trust Company. He is also the founder and President of Bankes Planning Associates, a CPA firm established in 1988.
James Bankes’ longest registration was 9 years at Raymond James Financial Services Advisors, Inc (2009–2019). Before joining Belleair Wealth Management in 2019, James Bankes was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 7 yearsBelleair Bluffs, FL · Adviser representative · Firm CRD 131666
- Raymond James Financial Services Advisors, Inc– · 9 yearsLargo, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 4 yearsLargo, FL · Adviser representative · Firm CRD 6694
Professional designations
Listed by Belleair Wealth Management
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS®)
Investment adviser representative registrations
James Bankes is registered as an investment adviser representative in Florida, since July 2019.
- FloridaSince 10 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 June 2005 |
| Series 7 | General Securities Representative Examination | 20 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 August 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Anthony Bankes
- CRD
- 2508793
- Firm
- Belleair Wealth Management · CRD 131666
- Office
- 2811 WEST BAY DRIVE, Belleair Bluffs, FL 33770
- Registration
- Investment adviser registration
- In the industry since
- October 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- belleairwealthmanagement.com
Where does James Bankes work?
James Bankes is an investment adviser representative registered through Belleair Wealth Management, LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is James Bankes a financial advisor?
Yes. James Bankes has a current investment-adviser registration in Florida, through Belleair Wealth Management since July 2019.
How many years of experience does James Bankes have?
James Bankes has 31 years in the financial industry, since October 1994, across 3 adviser firms.
What exams has James Bankes passed?
James Bankes has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 1994. FINRA credited James Bankes with the SIE, which began in October 2018.
Where did James Bankes work before Belleair Wealth Management?
Before Belleair Wealth Management, James Bankes was registered through Raymond James Financial Services Advisors, Inc, August 2009 to July 2019; Raymond James Financial Services, July 2005 to October 2009.
Where is James Bankes based?
James Bankes’ registered office is in Belleair Bluffs, FL.
Is James Bankes registered with FINRA?
No. James Bankes has no current broker registration.
How can I verify James Bankes’ record?
Search CRD 2508793 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Bankes’ full registration record.
