Advisor at J. Franklin Financial LLC
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.
Location
Metter, GA 30439
Credentials
Series 63, Series 65
Industry experience
10 years
James Franklin is a financial advisor at J. Franklin Financial LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TLG Advisors, Inc., The Leaders Group, Inc., MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent. J. Franklin Financial LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a tailored investment approach combining fundamental and technical analysis, managing accounts primarily under discretionary authority and leveraging third-party platforms such as AssetMark and American Funds.
Based on J. Franklin Financial LLC
Based on J. Franklin Financial LLC
Financial planning fees ranging from $500 to $2,500 based on complexity and client needs.
$0 - $999,999: 1.50% annually $1,000,000 - $2,999,999: 1.25% annually $3,000,000+: 1.00% annually
J. Franklin Financial LLC's investment advisor representatives receive commissions from sales of investment related products such as insurance.
1 A S. Rountree St
Metter, GA 30439
Georgia
J. Fanklin Financial LLC
2022 - Present (4 years)
TLG Advisors, Inc.
2019 - 2022 (3 years)
The Leaders Group, Inc.
2019 - 2022 (3 years)
Mass Mutual Investors Services
2015 - 2019 (4 years)
Massachusetts Mutual Life Ins Co
2015 - 2019 (4 years)
Independent Insurance Agent
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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