James McGeehan, financial advisor Dunwoody GA

James McGeehan

CRD Number: 5743682
Current Firm: Ensure Capital LLC

James McGeehan (CRD# 5743682) is an Investment Advisor Representative working at Ensure Capital LLC in Dunwoody, GA and has over 14 years of experience in the finance industry.

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Src Wealth Advisors LLC
Company Name Location Dates Years
Us Dot Atlanta, GA Apr 2016 - Current 7
Oaktree Capital Dunwoody, GA Jan 2009 - Current 15
Cbm Properties Dunwoody, GA Jan 1986 - Current 38
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Mar 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James M. McGeehan
Phone Number: 404-290-9982
Firm Website: http://www.ensureusa.com
Registered State(s):
  • GA
Current Firm Details
Ensure Capital LLC
Firm's CRD Number: 158052
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $137,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA

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