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.

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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
    190
    MILLIONS
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $400,974
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

FL, GA, LA, TX

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