Kim James, financial advisor Atlanta GA

Kim James

CRD Number: 2919666
Current Firm: Triad Hybrid Solutions

Kim James (CRD# 2919666) is an Investment Advisor Representative working at Triad Hybrid Solutions in Atlanta, GA and has over 26 years of experience in the finance industry. Kim James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Hybrid Solutions Norcross, GA Apr 2022 - Current 1
University Of Memphis Memphis, TN Aug 2018 - Current 5
Triad Advisors, Inc. W Melbourne, FL Mar 2012 - Current 12
Jotkoff & Associates P.a. W Melbourne, FL Dec 1999 - Current 24
Jotkoff Financial Services, Inc. W Melbourne, FL Dec 1999 - Current 24
Grand Canyon University Phoenix, AZ May 2020 - Mar 2021 < 1
Jacksonville University Jacksonville, FL Aug 2016 - Dec 2017 1
Alderson Broaddus University W Melbourne, FL Aug 2014 - Aug 2016 2
Marylhurst University W Melbourne, FL Aug 2012 - Jul 2016 3
Jinhua Polytech W Melbourne, FL Aug 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Kim M. James
Phone Number: 866-580-8219
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    20,694
    ACCOUNTS
  • Average Account Value
    $223,695
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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