James Haltiwanger

James N. Haltiwanger Jr,

CFP®, AAMS™, CRPC®, AIF®, CEPA Financial Advisor

Prior to becoming a Financial Advisor, James was a successful entrepreneur and business owner. This background led him to join Raymond James as a Financial Advisor due to the firm's core values of client-first, conservatism, independence, and integrity making it the premier alternative to Wall Street.

James approaches financial planning with an entrepreneurial spirit, leading him to seek expertise in every aspect of his clients’ overall financial picture. This dedication led him to earn numerous designations, including Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC®), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA).

Active in the community, James has been involved with the Greenville Rotary, Metropolitan Arts Council, United Ministries, Habitat for Humanity, United Way, Phillis Wheatley Community Center and his church. A graduate of North Greenville University in Marketing, he received Clemson University's Arthur M. Spiro Award for Excellence in Entrepreneurship when he attended Clemson. He also received the South Carolina Collegiate Entrepreneur Award, was a national runner-up for the North American Collegiate Entrepreneur, and was an award finalist for the InnoVision Technology Awards.

The South Carolina native lives in Greenville with his wife, a university public health professor, and their two children. They are members of Christ Church Episcopal in Greenville.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.

CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James is not affiliated with the above organizations and/or charitable causes.