AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

James Edward Andrew Loftin

BROOKLINE INVESTMENTS, INC.·BIRMINGHAM, Alabama
SIE, Series 7, Series 7TO, Series 63CFAClean record4 years registeredBROOKLINE INVESTMENTS, INC.
2830 CAHABA ROAD, BIRMINGHAM, AL 35223CRD# 4910231Firm CRD# 109239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Andrew Loftin · BIRMINGHAM, AL
Registration
CRD #4910231 · BROOKLINE INVESTMENTS, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

CASTLE HILL CAPITAL PARTNERS, INC.
Apr 2024 – present
BROOKLINE INVESTMENTS, INC.
Mar 2024 – present
VULCAN VALUE PARTNERS LLC
Mar 2022 – Jan 2024
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Registration record
First registered · March 17, 2022
Years registered · 4
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROOKLINE INVESTMENTS, INC.
CRD 109239 · SEC 801-57057
AUM
$332M
Regulatory assets under management
Employees
3
33 client accounts
Services offered by BROOKLINE INVESTMENTS, INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BROOKLINE INVESTMENTS, INC. →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Edward Andrew Loftin offer?
James Edward Andrew Loftin specializes in Investment Management, Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are James Edward Andrew Loftin's credentials?
James Edward Andrew Loftin holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Edward Andrew Loftin located?
James Edward Andrew Loftin is based in BIRMINGHAM, Alabama, working with BROOKLINE INVESTMENTS, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does James Edward Andrew Loftin charge for services?
James Edward Andrew Loftin's firm is compensated through percentage of aum, performance-based fees, other: private fund incentive fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROOKLINE INVESTMENTS, INC.?
BROOKLINE INVESTMENTS, INC. has approximately 3 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BROOKLINE INVESTMENTS, INC.

Darcy Gail Glenn
BIRMINGHAM, AL
Hollis Norman Gieger
BIRMINGHAM, AL
CFP
James Rainer Twiford
BIRMINGHAM, AL
Laree Payne Kennedy
BIRMINGHAM, AL
Madding King
BIRMINGHAM, AL

More Advisors in BIRMINGHAM, Alabama

Frank Hampton Mcfadden
VULCAN VALUE PARTNERS LLC·BIRMINGHAM, AL
Cynthia Denise Morrison
REGIONS INVESTMENT MANAGEMENT, INC.·BIRMINGHAM, AL
Harry Noble Pearson
ONEASCENT FINANCIAL SERVICES LLC·BIRMINGHAM, AL
CFP
Justin Thomas Russell
WAVERLY ADVISORS, LLC·BIRMINGHAM, AL
Carl Sitter Thigpen
PROTECTIVE INVESTMENT ADVISORS INC.·BIRMINGHAM, AL
James Samuel Fitch
BRIDGEWORTH, LLC·BIRMINGHAM, AL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alabama
MOBILE (35)HUNTSVILLE (28)MONTGOMERY (19)VESTAVIA HILLS (16)FAIRHOPE (9)HOOVER (8)VESTAVIA (7)TUSCALOOSA (7)DAPHNE (6)AUBURN (5)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Request removal of this profile