James Manning, financial advisor Augusta GA

James Manning

CRD Number: 5951540
Current Firm: Asset Advisors

James Manning (CRD# 5951540) is an Investment Advisor Representative working at Asset Advisors in Augusta, GA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Advisors Augusta, GA Jun 2019 - Current 4
Hull Property Group Augusta, GA Jun 2016 - May 2019 2
Bank Of America, N.a. Augusta, GA Aug 2011 - May 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta, GA Jun 2011 - May 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for James H. Manning
Phone Number: 706-650-9900
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,053
    MILLIONS
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $984,462
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, GA, NC, NH, SC, TX

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