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Thomas Eugene James

EPG Wealth Management LLC

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About Thomas Eugene James

Thomas James is an investment advisor representative at EPG Wealth Management LLC and has been in the industry since 2008. Thomas has a strong background in finance, having worked in the industry for over 15 years. Thomas has passed the Series 6, 22, 62, 63, and 65 exams. Thomas is a Certified Financial Planner (CFP) and provides financial planning and portfolio management services to individuals, families, and businesses.

Firm Information

Thomas James is currently registered with EPG Wealth Management LLC. EPG Wealth Management LLC is an investment advisor registered with the SEC and located in Atlanta, GA. They manage over $642 million in assets for a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They offer financial planning, portfolio management for individuals, and pension consulting services.
EPG Wealth Management LLC

309 EAST PACES FERRY RD NE

ATLANTA, GA 30305

$642.64M

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Thomas James’s Registration & Firm History

GA

12/21/2021 - Present

EPG Wealth Management LLC (ATLANTA GA)

NC

03/21/2017 - 12/31/2021

ARKADIOS CAPITAL (Durham NC)

NC

07/14/2014 - 03/02/2017

TRIAD ADVISORS, INC. (Durham NC)

NC

05/06/2008 - 07/01/2014

CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)

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Licenses & Designations

BC

Issued 03/07/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/14/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2011

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 08/07/2008

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/17/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Eugene James.
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