James Lewis is a ChFC-designated registered investment advisor, based in Atlanta, GA, with 21 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
One Paces West, 2727 Paces Ferry Rd. Suite 750, Of, Atlanta, GA, 30339
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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.
Learn about disclosures →Other Business Activities
James owns rental real estate property since February 2025. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Symetra Investment Services, INC.Broker
State Registrations2 states
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.
Exams
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