James Boswell, financial advisor Decatur GA

James Boswell

CRD Number: 6816944
Current Firm: Ferguson Shapiro LLC

James Boswell (CRD# 6816944) is an Investment Advisor Representative working at Ferguson Shapiro LLC in Decatur, GA and has over 2 years of experience in the finance industry.

Similar Advisors
Ashley Abate, financial advisor Decatur GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ashley Abbott, financial advisor Decatur GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Similar Advisors
Natalia Abbott, financial advisor Decatur GA
Natalia E. Abbott
CRD# 5016374
Ubs Financial Services Inc.
Company Name Location Dates Years
Ferguson Shapiro LLC Decatur, GA Aug 2018 - Current 2
Kevin Ferguson Decatur, GA Aug 2017 - Current 3
Axa Advisors LLC Atlanta, GA Aug 2017 - Aug 2018 1
Green Light Capital Advisors LLC Atlanta, GA May 2016 - Jun 2017 1
Troutman Sanders Atlanta, GA Mar 2016 - Jun 2017 1
Ds Capital Lending Group Atlanta, GA Jan 2016 - Dec 2016 < 1
Censeo Advisors Atlanta, GA Aug 2015 - Jan 2016 < 1
Boswell Rei LLC Atlanta, GA Jun 2010 - Dec 2015 5
Federal Home Loan Bank Of Atlanta Atlanta, GA May 2015 - Aug 2015 < 1
Southern Traditions Clothing Atlanta, GA Jan 2011 - Dec 2014 3
21st Century Financial Atlanta, GA Aug 2014 - Nov 2014 < 1
University Of Alabama Tuscaloosa, AL Aug 2009 - May 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for James Boswell
Phone Number: (404) 567-6771
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.