James Donald Colbourne

Current Employers

Employment History

• 11/2014 → 08/2024
  Lpl Financial Llc
  Atlanta, GA
• 10/2015 → Present
  Merit Financial Advisors
  Atlanta, GA
• 08/2024 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2014-11-04 → 2020-10-06
  Lpl Financial Llc
  Atlanta, GA
  Inlet Beach, FL
  Roswell, GA
• 2012-01-19 → 2014-07-17
  Stephens
  Atlanta, GA
• 2009-06-01 → 2011-12-22
  Morgan Stanley
  Athens, GA
  Atlanta, GA
• 2003-04-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Athens, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. Merit Financial Group dba Merit Financial Advisors. Investment Related. At the registered location. RIA. IAR. Wealth Manager.10/2015. 160.160.Service clients. 2. Fixed Insurance. Investment Related. At registered location. Independent Insurance. Agent. 07/2024.10.10. provide insurance advice based on the needs of client. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 4. Power of Attorney; Investment-related; 4914 Hampton Circle, Marietta, Ga. 30068; I am the power of attorney for my mother, Bette Colbourne; POA/son/advisor; 2 hours monthly; 0 hours during securities trading hours; I am my mother POA. She is a Merit client, and I am her advisor. I am listed as the POA on her Fidelity IRA, and a new Fidelity NQ (pending). I am also listed as an owner on her Truist checking account.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-17
• S63 Uniform Securities Agent State Law Examination
  1996-10-22

Other Names

• Jim Colbourne