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James D Loftin

GER LOFTIN WEALTH ADVISORS, LLC·JOHNS CREEK, Georgia
Unclaimed Profile
6470 E JOHNS CROSSING, JOHNS CREEK, GA 30097CRD# 4059549Firm CRD# 305359
01

About

James D Loftin is a registered financial advisor based in JOHNS CREEK, Georgia, affiliated with GER LOFTIN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GER LOFTIN WEALTH ADVISORS, LLC
GER LOFTIN WEALTH ADVISORS, LLC
AUM
$234M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GER LOFTIN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4059549
Firm CRD# 305359
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James D Loftin offer?
James D Loftin specializes in Financial Planning, Investment Management. Contact their office in JOHNS CREEK, Georgia for a consultation.
What are James D Loftin's credentials?
James D Loftin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James D Loftin located?
James D Loftin is based in JOHNS CREEK, Georgia, working with GER LOFTIN WEALTH ADVISORS, LLC. Their office serves clients in the JOHNS CREEK metropolitan area and surrounding communities.
How does James D Loftin charge for services?
James D Loftin'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 GER LOFTIN WEALTH ADVISORS, LLC?
GER LOFTIN WEALTH ADVISORS, LLC has approximately 6 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JOHNS CREEK
Tracy Buran Evens — TIMBERLINK LLCGary Alan Myers — TIMBERLINK LLCJames Stephen Eaton — EDG MANAGEMENT COMPANY, LLCAlan Chris Dahl — EDG MANAGEMENT COMPANY, LLCMichael Patrick Gaffney — EDG MANAGEMENT COMPANY, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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