James Andrew Buckner

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

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

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

Current Employers

Employment History

• 03/2014 → Present
  B Riley Wealth Management, Inc.
  Memphis, TN
• 12/2019 → Present
  Eudaimonia Partners, Llc
  Athens, GA
• 06/2024 → Present
  Kingswood Wealth Advisors
  Athens, GA

Previous Registrations

• 2020-01-03 → 2025-04-02
  Eudaimonia Partners, Llc
  Winchester, TN
  Athens, GA
• 2014-03-11 → 2019-12-13
  B. Riley Wealth Management
  Athens, GA
  Memphis, TN
  Athens, GA
• 2011-04-11 → 2014-02-26
  Wells Fargo Clearing Services, Llc
  Athens, GA

Other Businesses

***LONGCHAMPS LLC, INVESTMENT RELATED, 322 WOODHAVEN DR ATHENS GA 30606, DBA FOR BRILEY WEALTH MGMT BUSINESS EXPENSES, OWNER/RR, STARTED JULY 2018, 1 HR PER MONTH DEVOTED TO ACTIVITY, 0 HRS DURING TRADING, USED FOR PAYING TAXES AND EXPENSES. ***UNIVERSITY PLANNING PARTNERS, INVESTMENT RELATED, 824 S MILLEDGE AVE STE 207 ATHENS GA 30605, MARKETING NAME FOR EUDAIMONIA PARTNERS, LLC BUSINESS, PARTNER/RR, STARTED December 2019.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-08