Finding the right person in a city like Boca Raton can be a bit of a headache. You search a name, and suddenly you're looking at four different people with the same ID, all living within a twenty-mile radius of the Mizner Park fountains. If you are looking for James Lund Boca Raton FL, you've likely hit that exact wall.
Boca is a hub for finance, law, and high-end real estate. It's the kind of place where a "James Lund" could be anyone from your neighbor’s wealth manager to a retired executive enjoying a round at Royal Palm Yacht & Country Club. But when you dig into the actual public records and professional registries, one specific individual stands out in the local business landscape.
The Finance Professional in Boca Raton
Most people searching for this name in the South Florida area are looking for Ross James Lund. Honestly, it's pretty common for professionals to go by their middle names or for public searches to drop the first name entirely.
According to FINRA and SEC records, there is a registered professional named Ross James Lund who has been a fixture in the Boca Raton financial scene for years. He was notably associated with Charles Schwab & Co. right there on the ground in Boca.
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Records indicate he held roles as an Investment Adviser and Registered Representative. He wasn't just passing through; his registration history shows a solid stint from 2016 through late 2023. Before that? He had a brief period with Dawson James Securities, another firm with deep roots in the Boca Raton business district.
Why the Location Matters
Boca Raton isn't just a vacation spot. It's a serious business corridor. When someone like James Lund operates out of this zip code, they are dealing with a specific demographic of high-net-worth individuals and complex tax environments.
South Florida is famous for its "wealth migration." People move here from New York or Chicago, and they need someone who understands the local landscape. If you've been looking for him for wealth management or advisory services, it’s worth noting that his most recent major affiliation was with the Schwab branch at the heart of the city's financial sector.
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Clearing Up the Confusion
Let’s be real—the internet is terrible at distinguishing between people. If you search for "James Lund," you might stumble upon a high-level CFO for the Financial Times or a famous book editor and author.
- The FT Executive: James Lund is the CFO and COO of the Financial Times. He’s a big deal in London and the global media space. Unless he’s secretly retired to a condo on A1A, that’s not your guy in Boca.
- The Author: There is a James Lund who is a prolific book collaborator and editor. He’s won Gold Medallion awards. Again, great guy, but he’s generally tied to the Pacific Northwest and the publishing industry, not the Florida panhandle or the Gold Coast.
- The Attorney: You might see a "Law Office of James Lund" pop up. Most of that practice is centered in California.
Basically, if your interest is local to Florida, you are almost certainly looking for the finance professional who spent the last decade navigating the Boca Raton markets.
What’s He Doing Now?
As of early 2026, professional registries show that many individuals in the post-pandemic "Great Reshuffle" have moved into independent consulting or private family office management. For a guy like James Lund in Boca Raton, the transition from a giant like Charles Schwab to more private ventures is a path many take.
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Boca is a small world. If you’re trying to track him down for historical account questions or professional networking, your best bet is often checking current Florida Department of State (Sunbiz) filings. Often, these professionals transition into LLCs to manage private portfolios or provide bespoke consulting.
Real Insights for Your Search
If you are trying to vet a professional with this name or simply reconnect, keep a few things in mind. First, always verify the CRD number if you are looking at financial records. It’s the only way to make sure you aren’t looking at a namesake in another state.
Second, don't just rely on LinkedIn. In Florida, business happens at the club, the charity gala, and through the local Chamber of Commerce. James Lund’s presence in Boca Raton is part of a larger ecosystem of professionals who keep the "Silicon Beach" and "Wall Street South" engines running.
Actionable Steps for Verification
- Check the SEC IAPD: Use the Investment Adviser Public Disclosure website to see the most recent "Form ADV" filings. This will tell you if he has moved to a new firm or started his own.
- Verify Florida Licenses: Use the Florida Department of Business and Professional Regulation (DBPR) portal. If he has shifted into real estate or another licensed field, it will show up there.
- Search Sunbiz: Look for "James Lund" in the officer/registered agent search on the Florida Division of Corporations website. This reveals any active local businesses he might be heading.
Finding the right person in the sea of Florida digital data takes a bit of elbow grease. But if you're looking for the James Lund associated with the Boca Raton financial community, the paper trail is there—you just have to know which James you're looking for.
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