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James Gordon Kish

Globalt Investments

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About James Gordon Kish

James Gordon Kish is an investment advisor representative with Globalt Investments, a firm with offices in Atlanta, Georgia. James has been in the financial services industry since 1999. Prior to joining Globalt Investments, James was associated with Ridgeworth Distributors LLC, SunTrust Investment Services, Inc., Enterprise Fund Distributors, Inc., and A. G. Edwards & Sons, Inc. James is registered in Georgia as an investment advisor representative and has passed the Series 63, Series 7, and Series 24 exams. James specializes in working with individuals and businesses.

Firm Information

James Kish is currently registered with Globalt Investments. Globalt Investments is an investment advisor headquartered in Atlanta, GA. They provide investment management services to individuals, corporations, charities, and retirement plans. Globalt manages approximately $2.66 billion in assets. They also offer model portfolio services and wrap fee program participation.
Globalt Investments

3200 WINDY HILL ROAD, SE

ATLANTA, GA 30339

$2.66B

Assets Under Management

7

Total Clients

12

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio provider

Model portfolio provider

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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other

Percent of model portfolio fee

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James Kish’s Registration & Firm History

GA

11/20/2023 - Present

Globalt Investments (ATLANTA GA)

GA

08/20/2008 - 04/07/2016

RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)

GA

07/21/2008 - 08/20/2008

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

12/07/2005 - 04/03/2008

ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)

MO

08/14/1999 - 08/09/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 08/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2011

Series 24 - General Securities Principal Examination

BC

Issued 04/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Gordon Kish.
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