James D Loftin

Employer firm

Loftin Wealth Partners CRD 305359

$344M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 08/2023
  United Planners' Financial Services
  Scottsdale, AZ
• 01/2010 → Present
  Ger Loftin Wealth Advisors
  Atlanta, GA
• 01/2010 → Present
  John Luchene Insurance
  Atlanta, GA
• 01/2010 → Present
  Loftin Financial Group, Llc
  Atlanta, GA
• 11/2009 → 06/2019
  Gerloftin Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2010-01-06 → 2021-11-23
  United Planners' Financial Services Of America A Limited Partner
  Cumming, GA
  Duluth, GA
  Scottsdale, AZ
• 2019-10-28 → 2019-12-31
  Loftin Wealth Partners
  Johns Creek, GA
• 2009-01-02 → 2010-01-07
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2005-01-14 → 2009-01-02
  Raymond James Financial Services, Inc.
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA
• 2002-07-15 → 2005-01-26
  Morgan Keegan & Company, Llc
  Atlanta, GA

Other Businesses

1.) JOHN LUCHENE INSURANCE - AGENT - INSURANCE SALES AND SERVICE - ATLANTA, GA - SINCE 01/2010 - INVESTMENT RELATED 2.) LOFTIN FINANCIAL GROUP, LLC - OWNER - DBA FOR TAX AND BUSINESS OPERATING PURPOSES -ATLANTA, GA - SINCE 01/2010 - NOT INVESTMENT RELATED 3.) GUIDEPOINT GLOBAL - PHONE INTERVIEW - ATLANTA, GA - SINCE 06/2015 - NOT INVESTMENT RELATED 4.) FPA OF GA - PRESIDENT-2023 - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - ATLANTA, GA - SINCE 01/2023 - NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-25
• S63 Uniform Securities Agent State Law Examination
  2000-02-04

Designations

• Certified Financial Planner

Other Names

• James D. Loftin