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JB

Jairus K. Buchanan

GLOBALT INVESTMENTS
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 6774157
JB

Professional summary

Jairus Keith Buchanan, who also goes by J. Keith Buchanan, is a registered financial advisor currently at GLOBALT INVESTMENTS located in Atlanta, Georgia.

Jairus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jairus has worked at 3 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

J. Keith Buchanan

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 Jairus Keith Buchanan'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

November 8, 2023 - Present

GLOBALT INVESTMENTS

Office #1: 3200 Windy Hill Road, Se Suite 1550e, Atlanta, GA 30339
RIA
CRD#: 328039
Atlanta, GA
Past

March 18, 2019 - December 11, 2023

GLOBALT INVESTMENTS

RIA
CRD#: 168405
ATLANTA, GA
Past

April 24, 2018 - December 31, 2018

INVICTUS CAPITAL INVESTORS

RIA
CRD#: 285851
ATLANTA, GA
Past

January 10, 2018 - March 8, 2019

INVICTUS CAPITAL INVESTORS

RIA
CRD#: 285851
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".
GI
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
Alabama
(11/8/2023)
IAR
Florida
(11/20/2023)
IAR
Georgia
(11/20/2023)
IAR
South Carolina
(11/8/2023)

Exams

Current Firm

GI
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
18

SEC notice filing (26 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

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

Regulatory assets under management

Total Number of Accounts3,521
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.

Company Information

GLOBALT INVESTMENTS

CRD#: 328039Atlanta, GA 30339

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