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JJ

James M. Jackson

BUILDER INVESTMENT GROUP
Atlanta, GA 30327
Some features on this profile are disabled
CRD#: 4515671
JJ

Professional summary

James Montgomery Jackson, who also goes by Monte Jackson, is a registered financial advisor currently at BUILDER INVESTMENT GROUP located in Atlanta, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. James has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Monte Jackson

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 Montgomery Jackson'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®
None

Experience

Current

February 4, 2005 - Present

BUILDER INVESTMENT GROUP

Office #1: 4401 Northside Pkwy Nw Suite 520, Atlanta, GA 30327
RIA
CRD#: 107671
Atlanta, GA

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".
BI
BUILDER INVESTMENT GROUP
BUILDER INVESTMENT GROUP | BUILDER INVESTMENT GROUP INC

CRD#: 107671 / SEC#: 801-19907

RIA
Registered Investment Advisory firm - (10/1/1983 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
(2/4/2005)
IAR
Texas
(5/3/2022)

Exams

Current Firm

BI
BUILDER INVESTMENT GROUP
BUILDER INVESTMENT GROUP | BUILDER INVESTMENT GROUP INC

CRD#: 107671 / SEC#: 801-19907

RIA
Registered Investment Advisory firm - (10/1/1983 Approved)
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Contact information

Main Address
4401 Northside Pkwy Nw Suite 520, Atlanta, GA 30327
Mailing Address
Phone number
(404) 233-9341
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BIG CLIENT BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts573
AUM (Assets Under Management)$ 837,804,375

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/16/2025
Cover Page
Report
05/03/2024
Cover Page
Report
09/07/2023
Cover Page
Report
04/27/2022
Cover Page
Report

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.

Company Information

BUILDER INVESTMENT GROUP

CRD#: 107671Atlanta, GA 30327

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