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James J
Series 63, Series 65
Memphis, TN
Arete Wealth Advisors, LLC
James Johnston is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Resource Management, Inc. in addition to his long tenure with Arete Wealth Management. Outside of advisory work, he serves as an officer and owner of Financial Resource Management and is chief manager of Resource Exchange Services, which acts as a qualified intermediary for 1031 exchanges. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and maintaining a due-diligence process for recommended managers and private investments.
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