A complete list of active advisors currently associated with J. Franklin Financial LLC
Warmer can help you find a great advisor at J. Franklin Financial LLC or one who fits your needs even better.
The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts and estates, and reports approximately $30.8 million in discretionary assets under management. Services include ongoing portfolio management tailored to client goals and financial plans addressing retirement, cash flow, risk management and estate preservation, with planning deliverables typically completed within 30 days given timely documentation. Its investment process is discretionary and customized to each client’s stated objectives, using a mix of fundamental and technical analysis, charting and modern portfolio theory to establish allocation and security selection. Implementation frequently leverages third‑party platforms and model managers — including the AssetMark platform and an American Funds advisory program — and the firm may appoint portfolio strategists who maintain models and execute trades on client accounts. Distinctive features include the concurrent use of both the AssetMark platform and an American Funds program, the delegation of trading and model management to outside portfolio strategists with authority to act on accounts, and a policy under which the firm does not vote client proxies (clients receive and vote their own proxies). The owner also serves as a licensed insurance agent and devotes a portion of time to selling insurance products for separate compensation; that affiliation and related conflicts are disclosed and addressed through the firm’s procedures.
To learn more about the advisors currently working at J. Franklin Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metter, GA
| 11
|
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