James Franklin, financial advisor Metter GA

James Franklin

CRD Number: 6307496
Current Firm: J. Franklin Financial LLC

James Franklin (CRD# 6307496) is an Investment Advisor Representative working at J. Franklin Financial LLC in Metter, GA and has over 8 years of experience in the finance industry.

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Cfg Wealth Management, LLC
Company Name Location Dates Years
J. Fanklin Financial LLC Metter, GA Aug 2022 - Current 1
Independent Insurance Agent Metter, GA Jun 2013 - Current 10
The Leaders Group, Inc. Littleton, CO Oct 2019 - Aug 2022 2
Tlg Advisors, Inc. Littleton, CO Oct 2019 - Aug 2022 2
Mml Investors Services, LLC Statesboro, GA Apr 2015 - Oct 2019 4
Massachusetts Mutual Life Ins Co Statesboro, GA Mar 2015 - Oct 2019 4
One Life America Metter, GA Jul 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for James M. Franklin
Phone Number: 912-685-3556
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $140,169
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA

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