JRR – Portfolio Page

FINANCIAL ADVISOR & PORTFOLIO MANAGER

Investment Advisor

James Ray Roland

A portfolio manager and financial advisor who specializes in analyzing financial information such as stocks, crypto and forex, investment opportunities, financial background, economic forecasts, trading volumes, and capital movement. My responsibilities include financial market forecasts, cash flow planning, and capital management.

About James

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James Ray Roland is a Financial Advisor, Market Analyst, and Private Equity Broker. He assists individuals in selecting and managing capital investments, as well as providing market trend analysis and outlining the benefits and drawbacks of these investment programs.

James has been registered with the Financial Industry Regulatory Authority (FINRA) for over ten years and is licensed (CRD#: 2191750).

Foreign exchange, crypto, stock trading, and other CFDs, as well as Non-Farm Payroll, are his areas of expertise. His technique begins with having a thorough conversation with customers to understand more about their financial situation and then assisting them in investing in a way that is compatible with their risk perception and tolerance.

James has been described by satisfied clients as a good listener who asks critical questions to analyze the investor's needs and then uses his vast financial expertise to assist them achieve their objectives. It's no wonder that he's built such a name for himself in the market.

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Trusted Clients

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Awards Won

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State Licenses

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Years of experience

work experience

BASEPOINT WEALTH, LLC ( CRD # 289538/SEC#:801-111782 )

Edward Jones (CRD# 250)

RAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)

1996 - Present (26 years)

TAYMOND FINANCIAL SERVICES (CRD# 6694)

2007 - 2009 (1 year)

State Securities Law Exam

Series 66 - Uniform Combined State Law Examination (Feb 24, 2007)

Series 63 - Uniform Securities Agent State Law Examination (Dec 6, 1991)

General Industry/Products Exam

SIE - Securities Industry Essentials Examination (Oct 1, 2018)

Series 7 - General Securities Representative Examination (Nov 15, 1991)

SRO Registrations

FINRA - NYSE AMERICA LLC - NASDAQ

Getting Started

Let's Start with Financial Models To Describe Market Trends And Other Factors That Can Impact Investments In The Capital Markets..

James Roland Financial Advisor

WHAT PEOPLE SAY

I have been working with James on personal finance for the past few months and I can honestly say that he has been a great help to me.

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yera Smith Business Manager

I had the pleasure of working with James on my investment portfolio. he was extremely knowledgeable and gave me sound advice on how to trade.

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Chris cox Sales Manager

He has always been willing to assist me with any questions or concerns I have had and I am very grateful for his help and support.

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Saraphine wil Manager

EXPERT

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PORTFOLIO CONTROL

James Will Create And Manage Investment Portfolios For Small And Large Businesses, Including Stocks, Bonds, Cryptos And Mutual Funds.

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CURRENCY PAIRS

He Does Forex Research To Evaluate Buying And Selling Decisions On Currency Pairs. Using Charting Software and Indicators.

Investment planning

Strategic approach

Simple Business Solutions