James G. Kish

GLOBALT INVESTMENTS

Atlanta, GA 30339

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CRD#: 2506265

Professional summary

James Gordon Kish, CIMA®, who also goes by Jamie Kish, is a registered financial advisor currently at GLOBALT INVESTMENTS located in Atlanta, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. James has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Kish

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gordon Kish's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 20, 2023 - Present

GLOBALT INVESTMENTS

Office #1: 3200 Windy Hill Road, Se Suite 1550e, Atlanta, GA 30339

RIA

CRD#: 328039

Atlanta, GA

Past

July 27, 2017 - December 11, 2023

GLOBALT INVESTMENTS

RIA

CRD#: 168405

ATLANTA, GA

Past

June 19, 2009 - April 7, 2016

VIRTUS CAPITAL ADVISERS, LLC

RIA

CRD#: 107346

ATLANTA, GA

Past

August 20, 2008 - April 7, 2016

FORESIDE ASSOCIATES, LLC

CRD#: 13494

ATLANTA, GA

Past

July 21, 2008 - August 20, 2008

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

December 7, 2005 - April 3, 2008

ENTERPRISE FUND DISTRIBUTORS, INC.

CRD#: 883

ATLANTA, GA

Past

March 18, 2003 - August 9, 2005

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

ALPHARETTA, GA

Past

August 14, 1999 - August 9, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLOBALT INVESTMENTS

GLOBALT INVESTMENTS | GLOBALT INVESTMENTS LLC

CRD#: 328039 / SEC#: 801-129022

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/2011

General Securities Principal Examination

Current Firm

GLOBALT INVESTMENTS

GLOBALT INVESTMENTS | GLOBALT INVESTMENTS LLC

CRD#: 328039 / SEC#: 801-129022

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

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Contact information

Main Address

3200 Windy Hill Road, Se Suite 1550e, Atlanta, GA 30339

Mailing Address

Phone number

(404) 364-2188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - 2025.07.01 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	3,521
AUM (Assets Under Management)	$ 2,809,985,493

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James G. Kish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gordon Kish's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBALT INVESTMENTS

VIRTUS CAPITAL ADVISERS, LLC

FORESIDE ASSOCIATES, LLC

TRUIST INVESTMENT SERVICES, INC.

ENTERPRISE FUND DISTRIBUTORS, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

GLOBALT INVESTMENTS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/19/1999

SIE

Date: 4/7/2016

Series 7

Date: 8/12/1999

Series 24

Date: 9/22/2011

Current Firm

GLOBALT INVESTMENTS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBALT INVESTMENTS

TRUST BUT VERIFY

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