JH
JH

James Hamilton

15 Years of Experience
Atlanta, GA

James Hamilton is a registered investment advisor at Resurgent Advisors, based in Atlanta, GA, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 392 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
392 clients
Average Client Portfolio
$833K average
Assets Under Management
$326.4M

Fee Structure

Minimum Investment:None

Resurgent Financial Advisors charges fees based on the value of your portfolio. The specific fee schedule is negotiable and outlined in your Investment Advisory Agreement. You can be charged up to 2.25% annually on the assets managed by Resurgent.

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Location

511 E. Paces Ferry Rd Ne, Atlanta, GA, 30305

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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.

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Other Business Activities

James is the CEO of Bixby Boons, a support company, since August 2022. He spends about a quarter to half of his time on this business, with more than half of his time during trading hours.

Employment History
Current Registrations
Resurgent Advisors
February 2026 - Present · 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2022 - February 2026 · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 2022 - February 2026 · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2022 · 9 yrs 6 mos
Raymond James & Associates, INC.
February 2013 - August 2022 · 9 yrs 6 mos
Morgan Keegan & Company, INC.
May 2010 - February 2013 · 2 yrs 9 mos
Morgan Keegan & Company, INC.Broker
April 2010 - February 2013 · 2 yrs 10 mos
State Registrations2 states
GATX
Advisor

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
No exam information available for this advisor.