J. Franklin Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,780,845
Clients
222
3% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
222
Very HighAverage account size
$138,652
About
The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts and estates, and reports approximately $30.8 million in discretionary assets under management. Services include ongoing portfolio management tailored to client goals and financial plans addressing retirement, cash flow, risk management and estate preservation, with planning deliverables typically completed within 30 days given timely documentation.
Its investment process is discretionary and customized to each client’s stated objectives, using a mix of fundamental and technical analysis, charting and modern portfolio theory to establish allocation and security selection. Implementation frequently leverages third‑party platforms and model managers — including the AssetMark platform and an American Funds advisory program — and the firm may appoint portfolio strategists who maintain models and execute trades on client accounts.
Distinctive features include the concurrent use of both the AssetMark platform and an American Funds program, the delegation of trading and model management to outside portfolio strategists with authority to act on accounts, and a policy under which the firm does not vote client proxies (clients receive and vote their own proxies). The owner also serves as a licensed insurance agent and devotes a portion of time to selling insurance products for separate compensation; that affiliation and related conflicts are disclosed and addressed through the firm’s procedures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
Fee options
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.
Main office location
J. Franklin Financial LLC
1 A S. Rountree St
Metter GA 30439, United States
Number of offices
1
Most active in
J. Franklin Financial LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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