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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

James Walter Daehler

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Portsmouth, OH

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Search this name across graphsid dfx:ria:46470833-8719-2f1b-b409-9af57c13e4b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 29, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 29, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 11, 2009
First registration: Jul 29, 2009
Dual registered: yes, broker-dealer
Other names: JAY DAEHLER|JAMES WLATER DAEHLER|JAMES WALTER DAEHLER|JAMES WALTER DAEHLER|JAMES DAEHLER JR|JAMES W DAEHLER|JAMES W DAEHLER JR|JAY DAEHLER JR
IAPD individual key: 5681120

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 21, 2018	n/a	yes	Portsmouth, OH	Current employment
MORGAN STANLEY	Wirehouse	Aug 1, 2012	Apr 16, 2014	no	Dublin, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jan 10, 2011	Apr 16, 2012	no	WESTERVILLE, OH	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 29, 2009	Oct 28, 2010	no	PORTSMOUTH, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 16, 2014	Mar 21, 2018	1,435	Firm change after gap	Wirehouse to ibd
PNC WEALTH MANAGEMENT	MORGAN STANLEY	Apr 16, 2012	Aug 1, 2012	107	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	PNC WEALTH MANAGEMENT	Oct 28, 2010	Jan 10, 2011	74	Firm change	Other

Relationships

Registered with (3)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 29, 2009 to Oct 28, 2010factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 1, 2012 to Apr 16, 2014factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 10, 2011 to Apr 16, 2012factForm ADV

Dated events

No dated event names this entity yet.