James Atkinson IV
Advisor at J D Atkinson
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
James Atkinson is a financial advisor with J D Atkinson in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sanford Health, Optum Health, and Ochsner Clinic Foundation. In addition to advising, he provides accounting, tax preparation, and medicolegal consulting services. J D Atkinson offers customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension plans. The firm employs a defined investment process incorporating goal setting, risk profiling, asset allocation modeling, and a combination of fundamental and technical analysis alongside Modern Portfolio Theory.
Client services
Based on J D Atkinson
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on J D Atkinson
Long-term care insurance
College savings (529s, UTMA, etc.)
Elder care planning
Business exit / sale strategy
General estate planning guidance
Fee options
One-time/flat fees for financial planning and consulting services, amounts negotiated per client
$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.7% $3,000,001 - $5,000,000: 0.6% $5,000,001+: 0.4%
$300.00 per planner-hour
Account minimum: $1,000,000
Location
Colorado Springs, CO
Most active in
James A has reported serving >5 clients in these states in the last 12 months.
Colorado · Louisiana
Work history
Sanford Health
2023 - Present (3 years)
Optum Health
2021 - 2023 (2 years)
JD Atkinson, LLC
2021 - Present (5 years)
Ochsner Clinic Foundation
2012 - 2021 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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