Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kwame? Claim Your ProfileKwame Julius James is a Registered Investment Advisor with Captrust in Marietta, GA. Kwame Julius James has been in the industry since 1995. Kwame Julius James' previous firms include YIELDQUEST SECURITIES, LLC, ECHOTRADE LLC, Axa Advisors, LLC, and Electronic Trading Group, LLC. Kwame Julius James is a Chartered Financial Analyst. Kwame Julius James specializes in providing services to high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, charitable organizations, and insurance companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
09/02/2021 - Present
Captrust (Marietta GA)
GA
03/04/2015 - 01/29/2016
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
GA
08/29/2013 - 02/06/2015
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
AZ
03/08/2013 - 09/03/2013
ECHOTRADE LLC (PHOENIX AZ)
GA
05/03/2011 - 09/28/2011
AXA ADVISORS, LLC (ATLANTA GA)
AZ
11/19/2008 - 04/29/2009
ECHOTRADE LLC (PHOENIX AZ)
AZ
04/19/2006 - 04/24/2008
ECHOTRADE LLC (PHOENIX AZ)
NY
07/16/2002 - 05/13/2004
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
NY
02/22/1996 - 11/06/2001
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 12/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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