Unclaimed Profile

James William Carr

RETIREMENT STRATEGIES, INC.·JACKSONVILLE, Florida

SIE, Series 7, Series 24, Series 31, Series 51, Series 63CFP26 years registeredRETIREMENT STRATEGIES, INC.

10751 DEERWOOD PARK BOULEVARD, JACKSONVILLE, FL 32256CRD# 1967526Firm CRD# 134385

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James William Carr · JACKSONVILLE, FL

Registration

CRD #1967526 · RETIREMENT STRATEGIES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 2018 – present

RETIREMENT STRATEGIES, INC.

Jul 2006 – Oct 2018

JACKSONVILLE, FL

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Sep 1999 – Apr 2005

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Registration record

First registered · September 20, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RETIREMENT STRATEGIES, INC.

CRD 134385 · SEC 801-64010

AUM

$341M

Regulatory assets under management

Employees

1,146 client accounts

Services offered by RETIREMENT STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does James William Carr offer?

James William Carr specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are James William Carr's credentials?

James William Carr holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James William Carr located?

James William Carr is based in JACKSONVILLE, Florida, working with RETIREMENT STRATEGIES, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does James William Carr charge for services?

James William Carr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT STRATEGIES, INC.?

RETIREMENT STRATEGIES, INC. has approximately 10 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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