Stephen J. Coulter

RESILIENT WEALTH

Marietta, GA

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CRD#: 2907901

Professional summary

Stephen James Coulter JR., CFP®, who also goes by Jay Coulter, Stephen James Coulter Jr, Stephen James Coulter, is a registered financial advisor currently at RESILIENT WEALTH located in Marietta, Georgia and TITLEIST ASSET MANAGEMENT, LLC located in Marietta, Georgia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephen has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Coulter | Stephen James Coulter Jr | Stephen James Coulter

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.

1. RESILIENT ADVISOR COACHING AND CONSULTING COMPANY PRESIDENT SINCE 05/2016 NOT INVESTMENT RELATED 2. PINGER SYSTEMS; NON INV. RELATED; ATLANTA, GA; PROFESSIONAL NETWORKING SYSTEM; FOUNDER AND PRESIDENT; START DATE 07/2017; 40 HRS/MONTH DEVOTED; 2 HRS/MONTH SPENT DURING TRADING HOURS; MR. COUTLER BUILDS CUSTOM CONTACT MANAGEMENT AND SOCIAL MEDIA AUTOMATION SYSTEMS FOR EXECUTIVES AND SALES PROFESSIONALS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Coulter JR.'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

August 9, 2019 - Present

RESILIENT WEALTH

RIA

CRD#: 301986

Marietta, GA

Current

August 22, 2025 - Present

TITLEIST ASSET MANAGEMENT, LLC

Office #1: 2864 Johnson Ferry Rd. Suite 200, Marietta, GA 30062

RIA

CRD#: 323567

MARIETTA, GA

Past

September 14, 2017 - July 16, 2019

HAMILTON INVESTMENT COUNSEL, LLC

RIA

CRD#: 284564

DACULA, GA

Past

February 25, 2014 - September 11, 2015

GUGGENHEIM INVESTMENTS

RIA

CRD#: 105477

MARIETTA, GA

Past

June 3, 2013 - September 11, 2015

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

CRD#: 39805

CHICAGO, IL

Past

July 2, 2012 - June 5, 2013

ALPS DISTRIBUTORS, INC.

CRD#: 16853

ATLANTA, GA

Past

October 29, 2009 - June 28, 2012

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

October 23, 2009 - June 28, 2012

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

August 11, 2008 - July 27, 2009

OLD MUTUAL CAPITAL

RIA

CRD#: 131405

DENVER, CO

Past

August 11, 2008 - July 27, 2009

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

Past

May 14, 2008 - July 11, 2008

HONORVISE INVESTMENTS, LLC

RIA

CRD#: 147147

ALPHARETTA, GA

Past

July 26, 2002 - March 19, 2008

NEUBERGER BERMAN BD LLC

RIA

CRD#: 2908

ATLANTA, GA

Past

November 9, 2000 - March 19, 2008

NEUBERGER BERMAN BD LLC

CRD#: 2908

ATLANTA, GA

Past

June 13, 2000 - March 19, 2008

NEUBERGER BERMAN MANAGEMENT LLC

CRD#: 5493

ATLANTA, GA

Past

October 19, 1998 - June 8, 2000

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 21, 1997 - July 31, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

TITLEIST ASSET MANAGEMENT, LLC

CRD#: 323567 / SEC#: 801-126953

RIA

Registered Investment Advisory firm - (11/25/2022 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
(8/9/2019)

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

IAR

Series 65

Date: 7/30/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/11/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/19/1997

General Securities Representative Examination

Current Firm

TITLEIST ASSET MANAGEMENT, LLC

CRD#: 323567 / SEC#: 801-126953

RIA

Registered Investment Advisory firm - (11/25/2022 Approved)

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Contact information

Main Address

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Mailing Address

Phone number

(210) 826-2424

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TITLEIST ASSET MANAGEMENT, LLC WRAP BROCHURE (11/5/2025)

TITLEIST ASSET MANAGEMENT, LLC ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	4,813
AUM (Assets Under Management)	$ 2,430,293,058

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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Firm Stability Insights

Stephen J. Coulter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Coulter JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

TITLEIST ASSET MANAGEMENT, LLC

HAMILTON INVESTMENT COUNSEL, LLC

GUGGENHEIM INVESTMENTS

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

ALPS DISTRIBUTORS, INC.

MORGAN STANLEY

MORGAN STANLEY

OLD MUTUAL CAPITAL

OLD MUTUAL INVESTMENT PARTNERS

HONORVISE INVESTMENTS, LLC

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

TITLEIST ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/1997

Series 63

Date: 7/24/1997

SIE

Date: 9/11/2015

Series 3

Date: 1/11/2010

Series 7

Date: 7/19/1997

Current Firm

TITLEIST ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TITLEIST ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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