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James Mcrae Izett

Izett & Associates, LLC

Suwanee, GA

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Current Employers
Izett & Associates, Llc

Suwanee, GA • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-10-21
  • TN RA
    APPROVED
    Since 2025-10-21

Branch Locations

Suwanee, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Adviseme National Advisors Beachwood OH 03/2012 04/2017
Independent Financial Group Llc Lilburn GA 08/2014 04/2017
Onedigital Investment Advisors Llc Overland Park KS 05/2017 06/2025
Retirement Partner Advisors Lawrenceville GA 05/2017 06/2025
Izett & Associates, Llc Suwanee GA 06/2025 Present
  • 03/2012 → 04/2017
    Adviseme National Advisors
    Beachwood, OH
  • 08/2014 → 04/2017
    Independent Financial Group Llc
    Lilburn, GA
  • 05/2017 → 06/2025
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 05/2017 → 06/2025
    Retirement Partner Advisors
    Lawrenceville, GA
  • 06/2025 → Present
    Izett & Associates, Llc
    Suwanee, GA
Previous Registrations
  • 2017-05-12 → 2025-07-03
    Onedigital
    Lilburn, GA
    Overland Park, KS
    Suwanee, GA
  • 2014-09-11 → 2017-07-20
    Adviseme National Advisors
    Lilburn, GA
    Cleveland, OH
  • 2014-08-07 → 2017-05-01
    Independent Financial Group, Llc
    San Diego, CA
    Lawrenceville, GA
  • 2012-04-11 → 2014-08-05
    Financial Telesis Inc
    San Rafael, CA
    Lilburn, GA
  • 2004-04-14 → 2012-03-21
    Equitable Advisors, Llc
    Chattanooga, TN
    Chattanooga, TN
    Lilburn, GA
    Lilburn, GA
    Lilburn, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-01
S63 Uniform Securities Agent State Law Examination 1986-03-18
  • S65 Uniform Investment Adviser Law Examination
    2001-02-01
  • S63 Uniform Securities Agent State Law Examination
    1986-03-18
Designations

View on SEC IAPD

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