Kim
James

Triad Hybrid Solutions, LLC

CRD#2919666
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Kim James is a certified financial planner and personal financial specialist working in Peachtree Corners, Georgia who has 1 year of relevant experience. James is on the advisory team at Triad Hybrid Solutions, LLC. James has gained experience at Kaplan University, Jotkoff & Associates P.A, Jotkoff Financial Services, Inc, Triad Advisors, Inc, Triad Hybrid Solutions, Alderson Broaddus University, Jinhua Polytech, Marylhurst University, Jacksonville University, University Of Memphis and Grand Canyon University. James holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida. Triad Hybrid Solutions, LLC is a registered investment firm that has its headquarters in Peachtree Corners, GA. It has offices in 56 locations and a total of 1,748 employees. It controls $5 billion in assets under management across its 20,694 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 20,694 accounts, just 7% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types charged by Triad Hybrid Solutions, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5155 Peachtree Parkway Suite 3230
Peachtree Corners, GA 30092

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Triad Hybrid Solutions, LLC Brokerage Details

Total Assets Under Management

$4,629,147,942

GA Average: $3,570,121,308
Total Number of Employees

1,748

GA Average: 58
Total Number of Accounts

20,694

GA Average: 1,608
Average Account Size

$223,695

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kim James Work History

Kim has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad Hybrid Solutions

2018 - Present (6 years)

University Of Memphis

2012 - Present (12 years)

Triad Advisors, Inc

1999 - Present (25 years)

Jotkoff & Associates P.A

1999 - Present (25 years)

Jotkoff Financial Services, Inc

2020 - 2021 (1 year)

Grand Canyon University

2016 - 2017 (1 year)

Jacksonville University

2014 - 2016 (2 years)

Alderson Broaddus University

2013 - 2014 (1 year)

Jinhua Polytech

2012 - 2016 (4 years)

Marylhurst University

2009 - 2013 (4 years)

Kaplan University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kim James to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triad Hybrid Solutions, LLC

Kristopher Korzi
Lemoyne, PA
Neal Shields
Peachtree Corners, GA
Jeffrey Kline
Lemoyne, PA
Shari Dietz
Lemoyne, PA
Brian Mccarver
Lemoyne, PA
Patrick Rusch
Appleton, WI
Jonathan Freeman
Lemoyne, PA
Lorne Bycoff
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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