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James Walter Hankinson

Hankinson Wealth Advisors LLC

Greensboro, GA

CRD 2721226

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Employer firm

Hankinson Wealth Advisors LLC CRD 293628

$56.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ADVICE ON MATTERS NOT INVOLVING SECURITIES

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

Current Employers
Hankinson Wealth Advisors Llc

1041 Parkside Commons Suite 103, Greensboro, GA 30642 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-21
SC RA APPROVED 2018-07-25
LA RA APPROVED 2018-07-23
GA RA APPROVED 2018-07-19
  • TX RA
    APPROVED_RES
    Since 2025-11-21
  • SC RA
    APPROVED
    Since 2018-07-25
  • LA RA
    APPROVED
    Since 2018-07-23
  • GA RA
    APPROVED
    Since 2018-07-19

Branch Locations

1041 Parkside Commons Suite 103, Greensboro, GA 30642 • 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
Hankinson Wealth Management, Inc. Augusta GA 01/1996 03/2019
Hankinson Wealth Advisors Llc Greensboro GA 06/2018 Present
Hankinson Wealth Management, Inc. Augusta GA 04/2019 Present
  • 01/1996 → 03/2019
    Hankinson Wealth Management, Inc.
    Augusta, GA
  • 06/2018 → Present
    Hankinson Wealth Advisors Llc
    Greensboro, GA
  • 04/2019 → Present
    Hankinson Wealth Management, Inc.
    Augusta, GA
Previous Registrations
  • 2007-05-01 → 2019-03-27
    Hankinson Wealth Management, Inc.
    Greensboro, GA
    Augusta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-21
S63 Uniform Securities Agent State Law Examination 1996-04-16
  • S65 Uniform Investment Adviser Law Examination
    1996-05-21
  • S63 Uniform Securities Agent State Law Examination
    1996-04-16
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
  • Chartered Financial Analyst
Other Names
  • Hank Hankinson
  • James W Hankinson

View on SEC IAPD

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