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professional profile

James David Coker, CFA

AgentRRIAR Jackson, MS CRD 1238444 Last verified October 2026

Overview

James David Coker is an insurance agent, a registered representative and an investment adviser representative based in Jackson, MS, with 42 years in the industry.

Years in the industry
42
States licensed
4
States registered
24
Carrier appointments
2

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Licensed in 4 states
  • Registered in 24 states
  • Life Agent Individual
  • Producer
  • Series 14
  • Series 24
  • Series 27
  • Series 4
  • Series 52TO
  • Series 53
  • Series 63
  • Series 65
  • Series 7
  • Series 8
  • Series 87
  • Series 99TO
  • SIE

2 lines of authority, with every state and its dates

Firms

Employment history since 1984

Carriers

2 active carrier appointments

Book and practice

Firm assets under management on file

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