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James D Loftin

GER Loftin Wealth Advisors, LLC

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About James D Loftin

James Loftin is a financial advisor with GER Loftin Wealth Advisors, LLC. James is also a Certified Financial Planner™ professional. James has been in the financial services industry since 2000 and has a long history of experience working with individuals and families. James specializes in providing financial planning, portfolio management, and educational seminars.

Firm Information

James Loftin is currently registered with GER Loftin Wealth Advisors, LLC. GER Loftin Wealth Advisors, LLC is a registered investment advisor headquartered in Johns Creek, Georgia. The firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $233,579,777 in assets for 1,440 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. The firm offers wrap fee programs.
GER Loftin Wealth Advisors, LLC

6470 E JOHNS CROSSING

JOHNS CREEK, GA 30097

$233.58M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Loftin’s Registration & Firm History

GA

08/16/2021 - Present

GER Loftin Wealth Advisors, LLC (JOHNS CREEK GA)

GA

01/06/2010 - 08/16/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DULUTH GA)

GA

01/04/2005 - 01/07/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)

TN

02/14/2002 - 01/26/2005

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NY

01/17/2000 - 02/13/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/25/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/22/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 01/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James D Loftin. Review regulatory record here.
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