JB
JB
Jamar Bates is a registered investment advisor at Bates Financial Group, LLC., based in Smyrna, GA, with 13 years of industry experience. Jamar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Minimum Investment:$1K
- Comprehensive financial plan: Fees depend on the software used, plan complexity, and assets, typically not exceeding $15,000. Fees above this amount require approval.
- Focused plan: Generally less expensive than a comprehensive plan, unless complex circumstances warrant a higher fee.
- Consulting Services for Individuals: Flat fee or hourly rate, typically not exceeding $5,000, but can be up to $10,000 with additional review.
- Consulting Services for Businesses: Flat fee or hourly rate, typically not exceeding $15,000.
One-Time Plan:Up to $15,000
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Location
3200 Highlands Parkway Se, Suite 105, Smyrna, GA, 30082
Get directionsHistory
Regulatory History (1)
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Criminal
August 1996Final Disposition
Other Business Activities
Jamar works as a real estate broker listing and selling residential and commercial property through Bates Realty Group, Inc. He also works as a mortgage broker originating residential and commercial loans through Bates Financial Group.
Employment History
Current Registrations
Bates Financial Group, LLC.
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Bates Financial Group, LLC.
August 2014 - December 2016 · 2 yrs 4 mos
MML Investors Services, LLC
April 2013 - July 2014 · 1 yr 3 mos
MML Investors Services, LLCBroker
April 2012 - July 2014 · 2 yrs 3 mos
State Registrations1 state
GA
Advisor
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Exams
No exam information available for this advisor.