James Schaefer: Email & Phone Number

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Client Service at CAPTRUST|Tampa, Florida, United States

Position:

Client Service at CAPTRUST

Location:

Tampa, Florida, United States

View James Schaefer's Email

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Last updated: 2026-07-31

Updated: 2026-07-31

Found email addresses for James Schaefer:

Business emails:

j************r@lpl.com,

j************r@truist.com

Personal emails:

j****h@my.fsu.edu

Found phones for James Schaefer:

+1-623-***-**84,

+1-480-***-**36,

+1-480-***-**62

A different James Schaefer?

Work Experience 4 years

Client Service at CAPTRUST

Apr 2026 - Current

Registered Client Services Associate at Truist Wealth

Apr 2025 - Apr 2026

Financial Advisor at LPL Financial

May 2024 - Apr 2025

Financial Advisor at Florida Financial Advisors

Oct 2023 - Apr 2024

Junior Financial Consultant at Florida Financial Advisors

Jun 2023 - Oct 2023

Financial Services at UBS

May 2022 - Aug 2022

James Schaefer started working in 2022, then the employee has changed 4 companies and 4 jobs. On average, James Schaefer works for one company for 7 months.

Their professional focus is Asset Allocation, Asset Management, and Estate Strategies across 3 core areas.

James holds Series 63, Series 7, and Series 65 certifications.

Education

Bachelor's degree at Florida State University

Frequently Asked Questions

What is James Schaefer's email address?

SignalHire found verified email addresses for James Schaefer, both business and personal. Their business email is j************r@lpl.com, and personal emails include j****h@my.fsu.edu.

What is James Schaefer's phone number?

SignalHire found multiple verified phone numbers for James Schaefer: +1-623-***-**84, +1-480-***-**36, and +1-480-***-**62.

How do I contact James Schaefer at CAPTRUST?

You can reach James Schaefer through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is James Schaefer's professional background?

James Schaefer has 4 years of professional experience. They have held roles including Registered Client Services Associate, Financial Advisor, and Financial Advisor at companies such as Truist Wealth, LPL Financial, and Florida Financial Advisors. Their education includes Bachelor's degree from Florida State University.

Is James Schaefer's contact information up to date?

Yes. James Schaefer's SignalHire profile was last updated on 31 July 2026, reflecting their current position as Client Service at CAPTRUST in Raleigh, NC, United States.

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