Longview Wealth Management

Investment Advisor
in Atlanta, GA
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About this Advisor

James Bolton is a certified financial planner who works in Atlanta, Georgia, who has been in the industry for 26 years. Bolton currently works for Longview Wealth Management. Their career trajectory has included roles at Longview Wealth Management, Jb Financial, Inc and Cambridge Investment Research, Inc. Bolton holds a Series 63 license, qualifying them as a securities broker, and is able to advise clients in Georgia. Longview Wealth Management is a firm that has its headquarters in Atlanta, Georgia. The company has offices in five locations and a total of 31 people on staff. It oversees $580 million in total assets across its 1,796 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,796 client accounts, just 12% belong to high-net-worth clients who have more than $1 million in assets available to invest. 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 and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services. Fee types billed by Longview Wealth Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

26 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management


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


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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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

James Bolton Work History

James has 26 years of experience.

2007 - Present (12 years)

Cambridge Investment Research, Inc

2005 - Present (14 years)

Longview Wealth Management

1992 - Present (27 years)

Jb Financial, Inc


James Bolton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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