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James Lamar Motte

Guardian Wealth Management, LLC

Johnson City, TN

Chattanooga, TN

CRD 4931527

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Employer firm

Guardian Wealth Management, LLC CRD 118668

$411M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Guardian Wealth Management, Llc

736 Market Street Suite 1320, Chattanooga, TN 37402 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-04-20
  • TN RA
    APPROVED
    Since 2023-04-20

Branch Locations

Johnson City, TN • United States

736 Market Street Suite 1320, Chattanooga, TN 37402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Covenant Trust And Advisors Johnson City TN 09/2016 02/2023
Guardian Wealth Management Chattanooga TN 03/2023 Present
  • 09/2016 → 02/2023
    First Covenant Trust And Advisors
    Johnson City, TN
  • 03/2023 → Present
    Guardian Wealth Management
    Chattanooga, TN
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Motte

View on SEC IAPD

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