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James Stephen Jackson

Homrich Berg

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About James Stephen Jackson

James Stephen Jackson is an investment advisor representative with Homrich Berg in Atlanta, Georgia. James has been in the industry for over 3 years. His previous experience includes working with Concourse Financial Group Securities, Inc. in Milledgeville, Georgia. James is a Certified Financial Planner and holds Series 7TO, SIE, and Series 66 licenses. James specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. James's experience includes working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

James Jackson is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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selection of other advisors

Helps you choose top advisors aligned with your 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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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 Jackson’s Registration & Firm History

GA

04/22/2024 - Present

Homrich Berg (ATLANTA GA)

GA

08/18/2020 - 12/16/2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (MILLEDGEVILLE GA)

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Licenses & Designations

BOTH

Issued 10/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Stephen Jackson.
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