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Rush Merrill James

Advocacy Wealth Management, LLC

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About Rush Merrill James

Rush Merrill James is a financial advisor with Advocacy Wealth Management, LLC. Rush has been in the financial industry for over 7 years and holds the Series 63, Series 66 and Series 7 licenses. He is registered with the state of Alabama, Georgia, Missouri and Texas. Rush's experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Entrustpermal Securities LLC. Rush provides financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. Rush is also a licensed agent for Forge Consulting LLC, an insurance agency.

Firm Information

Rush James is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

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 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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Rush James’s Registration & Firm History

MO

12/18/2018 - Present

Advocacy Wealth Management, LLC (St. Louis MO)

MO

03/22/2017 - 11/30/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)

NY

10/28/2015 - 08/11/2016

ENTRUSTPERMAL SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rush Merrill James.
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