JB
James A. Blevins
SOAR FINANCIAL LLC
KNOXVILLE, TN 37923
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CRD#: 7445185
JB
Professional summary
James A Blevins, who also goes by Tony Blevins, is a registered financial advisor currently at SOAR FINANCIAL LLC located in Knoxville, Tennessee.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 1 firm and has passed the Series 65, Series 66 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Blevins
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)SUMMIT ACCOUNTING SERVICES, LLC; NON-IV RELATED; OWNER/CERTIFIED PUBLIC ACCOUNTANT; ACCOUNTING AND TAX SERVICES; KNOXVILLE, TN; START 12/2020; 160 HRS PER MONTH. 2)SUMMIT FINANCIAL, INC. NO; KNOXVILLE, TN; CREDIT CARD PROCESSING SERVICE; AGENT; 08/2023; 8/MO; 8/MO 3) REAL ESTATE INVESTING; YES; PROPERTY OWNER; 08/2023; 4/MO; 2/MO 4). B and T Developments LLP.; Partner; started 09/2023; Not Investment Related; ; 2602 Merchant Walk, Suite A, Murfreesboro, TN 37128; Land development for personal investment; Approx 5 hrs/mo occur during market hours
CRS (Client Relationship Summary) - RIA
Click below to view James A Blevins'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®
NoneExperience
Current
October 7, 2021 - Present
SOAR FINANCIAL LLC
Office #1: 300 S Peters Road, Knoxville, TN 37923RIA
CRD#: 309772
KNOXVILLE, TN
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(10/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SF
SOAR FINANCIAL LLC
J MARTIN FINANCIAL SERVICES | SOAR WEALTH MANAGEMENT | SOAR INVESTING & TAXES LLC | SOAR INVESTING & TAXES | SOAR FINANCIAL LLC | RETIREMENT PLAN ADVISORS LLC | RETIREMENT PLAN ADVISORS
CRD#: 309772 / SEC#:
Florida
Registered Investment Advisory firm - (7/29/2021 Approved)Georgia
Registered Investment Advisory firm - (7/23/2021 Approved)Kentucky
Registered Investment Advisory firm - (11/24/2020 Approved)Louisiana
Registered Investment Advisory firm - (7/12/2021 Approved)Maryland
Registered Investment Advisory firm - (2/2/2023 Approved)Tennessee
Registered Investment Advisory firm - (8/7/2020 Approved)Texas
Registered Investment Advisory firm - (8/10/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2602 Merchants Walk Suite A, Murfreesboro, TN 37128
Mailing Address
Phone number
(615) 410-9267
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 209 |
| AUM (Assets Under Management) | $ 28,200,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SOAR FINANCIAL LLC
CRD#: 309772Knoxville, TN 37923TRUST BUT VERIFY
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