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James M

Series 65, Series 66

Alpharetta, GA

Ensure Capital LLC

James Mcgeehan is a financial advisor at Ensure Capital LLC in Alpharetta, GA, holding Series 65 and Series 66 licenses with 12 years of industry experience. He worked at Ensure Capital (formerly Oaktree Capital) for 15 years and spent one year at the U.S. Department of Transportation. Outside of advising, he provides business brokerage services and holds a Delaware real estate license. Ensure Capital LLC offers financial planning and discretionary portfolio management to individuals, small businesses, and corporate trustees. The firm emphasizes asset allocation with a long-term focus on equities, using a blend of analytical approaches and may incorporate derivatives and margin strategies within discretionary accounts.

Options & derivatives strategies Long-term care insurance Cash flow / budgeting General retirement planning
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