James Greek, financial advisor Nashville TN
90 score

James Greek

CRD Number: 5923745
Current Firm: Kraft Asset Management, LLC

James Greek (CRD# 5923745) is an Investment Advisor Representative working at Kraft Asset Management, LLC in Nashville, TN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kraft Asset Management, LLC Nashville, TN Dec 2017 - Current < 1
Suntrust Advisory Services Atlanta, GA Sep 2016 - Nov 2017 1
Suntrust Investment Services, Inc. Atlanta, GA Aug 2013 - Nov 2017 4
Suntrust Bank Nashville, TN Jul 2013 - Nov 2017 4
Jackson National Life Distributors LLC Nashville, TN Oct 2011 - Jul 2013 1
Jackson National Distributors Nashville, TN Sep 2011 - Jul 2013 1
Mml Investor Services Brentwood, TN May 2011 - Sep 2011 < 1
Mass Mutual Nashville, TN Mar 2010 - Sep 2011 1
Capital Financial Group Nashville, TN Mar 2010 - Sep 2011 1
Suntrust Bank Nashville, TN Mar 2006 - Mar 2010 4
Suntrust Bank Nashville, TN Mar 2006 - Mar 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for James P. Greek
Phone Number: 615-346-2437
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $655,209
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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