JI
ChFC
JI
ChFC
James Izett
45 Years of Experience
Suwanee, GA
4 DisclosuresSells Insurance
James Izett is a ChFC-designated registered investment advisor at Izett & Associates, LLC, based in Suwanee, GA, with 45 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.95% |
| $1M+ | 0.80% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Suwanee, GA
Get directionsHistory
Regulatory History (4)
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Customer Dispute
February 2010Denied
Customer Dispute
June 2009Denied
Customer Dispute
October 2007Denied
Customer Dispute
December 1995Settled
Other Business ActivitiesSells Insurance
James is a fixed insurance agent, selling term and universal life insurance, as well as disability income products. This activity takes minimal time and is conducted at the representative's office.
Employment History
Current Registrations
Izett & Associates, LLC
October 2025 - Present · 7 mos
Previous Registrations
Onedigital
May 2017 - July 2025 · 8 yrs 2 mos
Adviseme National Advisors
September 2014 - July 2017 · 2 yrs 10 mos
Independent Financial Group, LLC
August 2014 - May 2017 · 2 yrs 9 mos
Independent Financial Group, LLCBroker
August 2014 - May 2017 · 2 yrs 9 mos
Financial Telesis, INC.
April 2012 - August 2014 · 2 yrs 4 mos
Financial Telesis INCBroker
April 2012 - August 2014 · 2 yrs 4 mos
AXA Advisors, LLC
April 2004 - March 2012 · 7 yrs 11 mos
AXA Advisors, LLCBroker
October 1980 - March 2012 · 31 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1980 - January 2000 · 19 yrs 6 mos
State Registrations1 state
TN
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.