Unclaimed Profile

James Robert Money

THE MONEY ADVISOR GROUP, LLC·COLUMBUS, Georgia

SIE, Series 6, Series 63Clean record21 years registeredTHE MONEY ADVISOR GROUP, LLC

2101 BROOKSTONE CENTRE PARKWAY, COLUMBUS, GA 31904CRD# 1950954Firm CRD# 226578

Profile Verification

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

Identity

James Robert Money · COLUMBUS, GA

Registration

CRD #1950954 · THE MONEY ADVISOR GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

BIP WEALTH, LLC

Jun 2025 – present

BIP ALLIANCE, LLC

Aug 2024 – Dec 2025

Columbus, GA

THE MONEY ADVISOR GROUP, LLC

Jul 2015 – Mar 2025

COLUMBUS, GA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2007 – Jul 2015

COLUMBUS, GA

EAGLE STRATEGIES CORP

May 2005 – Mar 2006

ALBANY, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · May 13, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MONEY ADVISOR GROUP, LLC

CRD 226578 · SEC 801-110519

AUM

$281M

Regulatory assets under management

Employees

666 client accounts

Services offered by THE MONEY ADVISOR GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE MONEY ADVISOR GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does James Robert Money offer?

James Robert Money specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Georgia for a consultation.

What are James Robert Money's credentials?

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

Where is James Robert Money located?

James Robert Money is based in COLUMBUS, Georgia, working with THE MONEY ADVISOR GROUP, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does James Robert Money charge for services?

James Robert Money'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 THE MONEY ADVISOR GROUP, LLC?

THE MONEY ADVISOR GROUP, LLC has approximately 4 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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