James Atkinson

Current Employers

Employment History

• 04/2017 → 01/2018
  Axa Advisors, Llc
  New York, NY
• 10/2010 → 06/2024
  U.S. Marines
  Quantico, VA
• 08/2019 → 04/2022
  Morgan Stanley Smith Barney Llc
  Atlanta, GA
• 03/2018 → 06/2019
  Mass Mutual
  Fort Lauderdale, FL
• 05/2022 → 12/2024
  Goldman Sachs
  Miami, FL
• 12/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Lauderdale, FL
• 12/2024 → Present
  J.P. Morgan Securities Llc
  Fort Lauderdale, FL
• 05/2022 → Present
  Bdb Partners Llc
  Atlanta, GA

Previous Registrations

• 2023-11-15 → 2025-01-10
  Goldman Sachs Wealth Services, L.P.
  Miami, FL
• 2022-05-17 → 2023-11-17
  United Capital Financial Advisors
  Miami, FL
• 2019-11-06 → 2022-05-23
  Morgan Stanley
  Atlanta, GA

Other Businesses

Entity Name: United States Marine Corps Investment related: No Address: 3019 Embry Loop Quantico, VA, United States 22134 https://www.marines.mil/ Nature of the other business: US Military Position/Title/Relationship: Employee/Contractor Start Date: 05/28/2006 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a Marine reservist. I typically profaning logistics and civil affairs work as a Marine Reserve officer. Entity Name: BDB Partners LLC Investment related: No Address: BDB Partners, LLC 694 Greenview AVE NE Atlanta, GA 30305 Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 05/31/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am just a part owner of the BDB partners LLC who has come together to invest with private equity ownership in the Blue Note bourbon company.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-05

Other Names

• James Townsend Atkinson
• James T Atkinson