James Middleton is a registered investment advisor, based in Athens, GA, with 16 years of industry experience.
Location
649-8 South Milledge Ave, Athens, GA, 30605
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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 ActivitiesSells Insurance
James is involved with Cannon Financial Strategists, Inc. focusing on insurance and fixed annuity sales, plan administration, consulting, education, and communication, dedicating about half of his time. He also serves as the restaurant treasurer for Renee Crymes, Inc. DBA East West Bistro, spending minimal time, and is a shareholder in Intellum, Inc. with no time commitment. Finally, James is a member of Middleton Bros., LLC, a real estate company, spending minimal time.
Employment History
Current Registrations
Cannon Securities, INC.Broker
Cannon Financial Strategists, INC.
Previous Registrations
Diversified Investors Securities CORP.Broker
State Registrations2 states
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