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JI

James M. Izett

IZETT & ASSOCIATES
SUWANEE, GA
Some features on this profile are disabled
CRD#: 712827
JI

Professional summary

James Mcrae Izett is a registered financial advisor currently at IZETT & ASSOCIATES, LLC located in Suwanee, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. James has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Mcrae Izett's 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

October 21, 2025 - Present

IZETT & ASSOCIATES, LLC

RIA
CRD#: 337321
SUWANEE, GA
Past

May 12, 2017 - July 3, 2025

ONEDIGITAL

RIA
CRD#: 106766
Suwanee, GA
Past

September 11, 2014 - July 20, 2017

ADVISEME NATIONAL ADVISORS

RIA
CRD#: 141129
LILBURN, GA
Past

August 7, 2014 - May 1, 2017

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
Lawrenceville, GA
Past

August 6, 2014 - May 1, 2017

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
Lawrenceville, GA
Past

April 11, 2012 - August 5, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
LILBURN, GA
Past

April 9, 2012 - August 5, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
LILBURN, GA
Past

April 14, 2004 - March 21, 2012

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
LILBURN, GA
Past

October 20, 1980 - March 21, 2012

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LILBURN, GA
Past

July 28, 1980 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY

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
Tennessee
(10/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/1/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/18/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/15/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 7/18/1980
Registered Representative Examination

Current Firm

I&
IZETT & ASSOCIATES, LLC
IZETT & ASSOCIATES | IZETT ASSOCIATES, INC | IZETT & ASSOCIATES, LLC | IZETT & ASSOCIATES INC.

CRD#: 337321 / SEC#:

Tennessee
Registered Investment Advisory firm - (10/20/2025 Approved)
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Contact information

Main Address
Suwanee, GA
Mailing Address
Phone number
(404) 386-7306
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

IZETT & ASSOCIATES, LLC

CRD#: 337321Suwanee, GA

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