James Kellogg
James Kellogg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, GA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
550 Kennesaw Avenue, Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the president and owner of Kellogg Investment Group, dedicating a few hours per week to each role. He also serves on the finance/investment committee for Marietta Community Church, handling their investments in CDs and bonds, also dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations12 states
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