JB
JB

James Edward Brogan

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$701K average
Assets Under Management
$533.3M

Fee Structure

Loading...

Location

8351 E. Walker Springs Ln., Suite 101, Knoxville, TN, 37923

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

James is an independent life and health insurance agent with various non-affiliated insurance companies, operating under Brogan Financial LLC. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Brogan Financial
February 2005 - Present · 21 yrs
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.