James Ferry is a registered investment advisor at Atlas Financial Advisors, LLC, based in Boca Raton, FL, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 84 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Financial Advisors charges a percentage of your portfolio each year. The exact fee is negotiable and will be stated in your client agreement. The fee is billed monthly or quarterly, in advance or in arrears, depending on the arrangement you negotiate. You can end the agreement with written notice and will only be charged for the days Atlas managed your investments.
Location
4800 T-Rex Ave, Suite 100, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James works as a fixed income consultant for One Oak Capital Management. He also dedicates about half his time to Atlas Financial Advisors, LLC and Zeus Financial, LLC as an IAR and registered representative, respectively, and minimal time as an independent real estate agent.
Employment History
Current Registrations
Atlas Financial Advisors, LLC
Previous Registrations
Zeus Financial, LLCBroker
Harvest Portfolio Management, LLC
One Oak
Fox Chase Capital Partners, LLCBroker
Morgan Stanley
Morgan StanleyBroker
J.W. Korth & CompanyBroker
J.V.B. Financial Group, LLCBroker
Jvb Financial Group, LLCBroker
Sal Financial Services, INC.Broker
Ibis Securities, LLCBroker
Joseph Charles & Assoc., INC.Broker
R. Seelaus & Co.,inc.Broker
Joseph Charles & Assoc., INC.Broker
Halpert and Company, INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.