James Byron Merchant
Investment Adviser Representative at Koss-olinger Consulting, LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Byron Merchant is an investment adviser representative with Koss-olinger Consulting, LLC. in Gainesville, FL, where they have been registered since 2023. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nationwide Investment Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nationwide Investment Services CorpJul 2013 – Jul 2021Columbus, OH
- Merrill Lynch, Pierce, Fenner & Smith IncorporateOct 2022 – Jan 2023Gainesville, FL
- UnemployedAug 2021 – Oct 2022Gainesville, FL
- UnemployedJan 2023 – May 2023Gainesville, FL
- Koss Olinger Consulting, LLCMay 2023 – no end date reportedGainesville, FL
- Koss Olinger & CompanyMay 2023 – no end date reportedGainesville, FL
- Valmark Securities Inc.May 2023 – Dec 2024Akron, OH
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Koss-olinger Consulting, LLC.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $2,000,000 (waivable)
- $1 to $2,000,0000.95%
- $2,000,001 to $5,000,0000.70%
- $5,000,001 to $10,000,0000.50%
- $10,000,001 to $20,000,0000.43%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management services including business sales, legacy planning, and multi-generational planning through The Wealth Navigator System™, delivered by a team of advisors rather than a single advisor
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 19
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Gainesville, FL
- SEC file number:
- 801-58175
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at Koss-olinger Consulting, LLC.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Byron Merchant has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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