James Rawson has been dedicated to the financial services industry since 2015, beginning his career at Merrill Lynch with a focus on wealth management and investment strategies. In 2019, he joined Morgan Stanley, further building his expertise. James transitioned to Cetera Advisors in 2022 and joined Cetera Wealth Services in 2024.
What sets James apart as a Financial Advisor is his ability to build deep connections with clients and deliver personalized solutions tailored to their unique financial goals and challenges. He crafts holistic financial strategies designed to guide clients toward long-term prosperity.
James holds Series 7 and 66 securities registrations, as well as life insurance licenses. He earned his Bachelor of Science in Business Finance from Oregon State University.
What James enjoys most about his work is helping clients navigate their financial journeys with confidence and clarity, supporting them as they work toward their goals and future security.
BAR Financial is a region of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.