James
Motte

Guardian Wealth Management, Inc

CRD#4931527
Investment Advisor
in Johnson City, TN

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About this Advisor

James Motte is a financial advisor based in Johnson City, Tennessee, working with Guardian Wealth Management, Inc. James has previously held positions at Saratoga Industries, City Of Bristol, First Covenant Trust And Advisors, and Guardian Wealth Management. James is registered to provide services in Tennessee. Currently, James is part of Guardian Wealth Management, Inc, which operates out of Johnson City, Tennessee. The firm has 1 office and 10 employees. The firm manages assets totaling $320.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Guardian Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Johnson City, TN

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Guardian Wealth Management, Inc Brokerage Details

Total Assets Under Management

$320,884,080

TN Average: $730,596,643
Total Number of Employees

10

TN Average: 15
Total Number of Accounts

1,083

TN Average: 968
Average Account Size

$296,292

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Motte Work History

2023 - Present (1 year)

Guardian Wealth Management

2016 - 2023 (7 years)

First Covenant Trust And Advisors

2015 - 2016 (1 year)

City Of Bristol

2014 - 2015 (1 year)

Saratoga Industries

Disclosures

Please visit the SEC profile of James Motte 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 Guardian Wealth Management, Inc

James Motte
Johnson City, TN
Laura Reid
Chattanooga, TN
James Raper
Chattanooga, TN
Donald Vanlandingham
Chattanooga, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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