Longview Wealth Management
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Longview Wealth Management Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Cambridge Investment Research, Inc
Longview Wealth Management
Jb Financial, Inc
James Bolton has no disclosures.
Please visit their SEC profile for more details.