James M. Masters, CRPS, AIF®

Financial Advisor, RJFS
Towne Investment Group

Phone: 757-962-6374
Email: jimmy.masters@raymondjames.com
2101 Parks Avenue, Suite 801
Virginia Beach, VA 23451

Jimmy is a financial advisor and is the lead 401(k) professional on the team. He has been in the industry since 1991, working 15 years in the employee benefits arena. For more than four years, he worked internally for American Funds as a retirement plan product specialist. He handles service-related matters, plan setups, participant education and Q&As regarding investment choices on the platform. He also is involved in providing Employer Fiduciary Assistance by helping develop Investment Policy Statements, Investment Review Checklists, and ERISA 404(c) Checklists.


Experience and Professional Licenses

Towne Investment Group, Raymond James Financial Services, Inc. Since 2009
American Funds Distributors, Inc. 2005 – 2009
The Frieden Agency 1996 – 2005
Signator Investors 1995 – 2005
National Life of Vermont 1991 – 1995

Series 6: Investment Company Products/Variable Contracts Limited Representative
Series 7:
General Securities Representative
Series 63:
Uniform Securities Agent State Law Examination
Life and Health Insurance
Designations: Chartered Retirement Plans Specialist® [CRPS], Life Underwriter’s Training Council Fellow [LUTCF],
Accredited Investment Fiduciary [AIF®]

Honors

United Way Project Inclusion Honoree 2004 (Hope House Foundation)
Board Member of the Year 2003 (Hope House Foundation)

Education

School Name: Old Dominion University, Berklee College of Music
Field(s) of Study: Music

Organizations and Affiliations

Tidewater Arts Outreach, Volunteer

The above organizations/charitable causes are not affiliated with Raymond James.