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Jim Stoops, Crpc, Awma Email & Phone Number

First Vice President, Investments at Raymond James, Traverse City, MI / Naperville, IL at Raymond James & Associates, Inc.
Location: Traverse City, Michigan, United States 5 work roles 1 school
1 work email found @raymondjames.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email a****@raymondjames.com
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Role
First Vice President, Investments at Raymond James, Traverse City, MI / Naperville, IL
Location
Traverse City, Michigan, United States
Company size

Who is Jim Stoops, Crpc, Awma? Overview

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Quick answer

Jim Stoops, Crpc, Awma is listed as First Vice President, Investments at Raymond James, Traverse City, MI / Naperville, IL at Raymond James & Associates, Inc., a company with 5 employees, based in Traverse City, Michigan, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Jim Stoops, Crpc, Awma.

Jim Stoops, Crpc, Awma previously worked as First Vice President, Investments at Raymond James & Associates, Inc. and Financial Consultant at Charles Schwab. Jim Stoops, Crpc, Awma holds Bachelor Of Science (B.S.), Business Administration And Management, General from University Of South Carolina.

Company email context

Email format at Raymond James & Associates, Inc.

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Jim Stoops, Crpc, Awma. Compare company email patterns before reaching out.

Profile bio

About Jim Stoops, Crpc, Awma

At Carlyon Stoops Family Financial Planning, our sole purpose is to serve the multi-generational wealth management needs of high net worth families. We are a multi-advisor team dedicated to serving a limited number of families who want focused investment strategies, comprehensive financial advice and guidance through life events. Our story began over 40 years ago, and like our client’s lives, has transitioned and evolved over time. Combining our team of specialists unites the disciplined perspectives and financial expertise of two generations for the benefit of our clients. Our devotion is to our clients, and we treat them as if they were a part of our own family. We believe there is no single investment solution or strategy that will fit all circumstances, and perform in all market environments. Therefore, we utilize the benefits of a wide range of investment types to combine your preferences with our advice, and do so in a conflict free relationship. Please visit our website at carlyonstoopsfamily.com to learn more about the clients we serve, what to expect in a relationship with us and the value to you and your family.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Listed skills include Wealth Management, Series 7, Investments, Financial Planning, and 8 others.

Current workplace

Jim Stoops, Crpc, Awma's current company

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Raymond James & Associates, Inc.
Raymond James & Associates, Inc.
First Vice President, Investments at Raymond James, Traverse City, MI / Naperville, IL
Toronto, ON
Website
Employees
5
AeroLeads page
5 roles

Jim Stoops, Crpc, Awma work experience

A career timeline built from the work history available for this profile.

First Vice President, Investments

Current

St. Petersburg, Florida, US

  • Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor based in Traverse City, Michigan, focused on comprehensive financial planning and strategic investment management for families located in.
  • Specific skills include individual security selection, technical market analysis, Exchange Traded Fund evaluations and Options strategies.
May 2015 - Present

Financial Consultant

Westlake, Texas, US

Dec 2007 - May 2015

Financial Consultant

New York, NY, US

Aug 2004 - Feb 2007

Professional Baseball Player - Pitcher

San Francisco Giants, Colorado Rockies, Kansas City Royals And New York Yankees
Jun 1995 - Aug 2004
Team & coworkers

Colleagues at Raymond James & Associates, Inc.

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

1 education record

Jim Stoops, Crpc, Awma education

  • University Of South Carolina
    University Of South Carolina
    General
FAQ

Frequently asked questions about Jim Stoops, Crpc, Awma

Quick answers generated from the profile data available on this page.

What company does Jim Stoops, Crpc, Awma work for?

Jim Stoops, Crpc, Awma works for Raymond James & Associates, Inc..

What is Jim Stoops, Crpc, Awma's role at Raymond James & Associates, Inc.?

Jim Stoops, Crpc, Awma is listed as First Vice President, Investments at Raymond James, Traverse City, MI / Naperville, IL at Raymond James & Associates, Inc..

What is Jim Stoops, Crpc, Awma's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Jim Stoops, Crpc, Awma at Raymond James & Associates, Inc..

Where is Jim Stoops, Crpc, Awma based?

Jim Stoops, Crpc, Awma is based in Traverse City, Michigan, United States while working with Raymond James & Associates, Inc..

What companies has Jim Stoops, Crpc, Awma worked for?

Jim Stoops, Crpc, Awma has worked for Raymond James & Associates, Inc., Charles Schwab, E*Trade Financial Corporation, Merrill Lynch, and San Francisco Giants, Colorado Rockies, Kansas City Royals And New York Yankees.

Who are Jim Stoops, Crpc, Awma's colleagues at Raymond James & Associates, Inc.?

Jim Stoops, Crpc, Awma's colleagues at Raymond James & Associates, Inc. include Valentine Koch, Cfp®, Albert Adams, Kc Gopaluni, Travis Dickerson, and Travis Wichman.

How can I contact Jim Stoops, Crpc, Awma?

You can use AeroLeads to view verified contact signals for Jim Stoops, Crpc, Awma at Raymond James & Associates, Inc., including work email, phone, and LinkedIn data when available.

What schools did Jim Stoops, Crpc, Awma attend?

Jim Stoops, Crpc, Awma holds Bachelor Of Science (B.S.), Business Administration And Management, General from University Of South Carolina.

What skills is Jim Stoops, Crpc, Awma known for?

Jim Stoops, Crpc, Awma is listed with skills including Wealth Management, Series 7, Investments, Financial Planning, Retirement Planning, Financial Services, Securities, and Investment Advisory.

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