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James M. Masters, CRPS, AIF picture

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

401 Top Retirement Plan Advisers Financial Times, (2017)*
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 Zieders American Dream Theatre,Board Member.

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

* The Financial Times FT 401 Top Retirement Advisers award had about 74.3% of the 540 advisor applicants being recognized as a Top Retirement Adviser. The FT asked large U.S. brokerages, independent advisors, and other wealth managers to identify qualified Direct Contribution (DC) plan advisor applicants. They partnered in research with Broadridge Financial Solutions who provided data from its proprietary databases that helped identify advisors who specialize in serving DC plans, including 401k, pensions and other DC accounts. Advisor applicants must have 20% or more of their total client assets in DC plans. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT augmented that information with their own research on the candidates, including data from regulatory filings. The FT generated an internal score for each applicant based on seven broad factors: DC plan assets under management, DC plan AUM growth rate, DC plan growth rate, experience advising DC plans, the advisor's industry certifications (CFP, etc.), compliance record, degree to which advisor specializes in the DC business, and estimated participation rate at client DC plans. Roughly 80 to 85 percent of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. Neither the firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 401 list. Inclusion on the FT 401 Top Retirement Adviser list is no guarantee as to future investment success. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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