JK
JK

James Kellogg

17 Years of Experience
Savannah, GA
Broker

James Kellogg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Savannah, GA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7505 Waters Avenue, Unit B-4, Savannah, GA, 31406

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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 works as a financial advisor for Kellogg Investment Group, dedicating about half of his time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2012 - Present · 13 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2008 - July 2012 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
November 2008 - July 2012 · 3 yrs 8 mos
State Registrations7 states
CACTFLGANYSCTX
AdvisorBrokerBoth

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.