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James D Loftin

GER LOFTIN WEALTH ADVISORS, LLC·JOHNS CREEK, Georgia
SIE, Series 7, Series 9, Series 24, Series 31, Series 63, Series 65CFP24 years registeredGER LOFTIN WEALTH ADVISORS, LLC
6470 E JOHNS CROSSING, JOHNS CREEK, GA 30097CRD# 4059549Firm CRD# 305359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James D Loftin · JOHNS CREEK, GA
Registration
CRD #4059549 · GER LOFTIN WEALTH ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

LOFTIN WEALTH PARTNERS
Mar 2020 – present
GER LOFTIN WEALTH ADVISORS, LLC
Oct 2019 – Dec 2019
CUMMING, GA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Jan 2010 – Nov 2021
DULUTH, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Jan 2010
SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES
Jan 2005 – Jan 2009
ATLANTA, GA
MORGAN KEEGAN & COMPANY, INC.
Jul 2002 – Jan 2005
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · July 15, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

2002Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359 · SEC 801-117350
AUM
$234M
Regulatory assets under management
Employees
6
1,440 client accounts
Services offered by GER LOFTIN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at GER LOFTIN WEALTH ADVISORS, LLC

George Edwin Rall
JOHNS CREEK, GA

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