Unclaimed Profile

James Minton Boone

SIGNATUREFD, LLC·ATLANTA, Georgia

Series 1, Series 24, Series 63, Series 65Clean record18 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 25893Firm CRD# 112758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Minton Boone · ATLANTA, GA

Registration

CRD #25893 · SIGNATUREFD, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGNATUREFD, LLC

SIGNATUREFD, LLC

Jan 2014 – Jul 2021

ATLANTA, GA

PRINCIPLE PLANNING ADVISORS, LLC

Dec 2007 – Nov 2013

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · December 3, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIGNATUREFD, LLC →

Introduction

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Frequently Asked Questions

What services does James Minton Boone offer?

James Minton Boone specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are James Minton Boone's credentials?

James Minton Boone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Minton Boone located?

James Minton Boone is based in ATLANTA, Georgia, last registered with SIGNATUREFD, LLC.

How does James Minton Boone charge for services?

James Minton Boone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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