James Haltiwanger, Jr., CFP^®, AAMS^®, CRPC^®, AIF^®, CEPA^®

Financial Advisor
Downtown Branch
864.255.4569

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, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Accredited Asset Management Specialist^SM, AAMS^®, Chartered Retirement Planning CounselorSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.