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James D Loftin

Partner / CcoGer Loftin Wealth Advisors, LLCCRD 4059549

About James D Loftin

James D Loftin is listed as Partner / Cco at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Ger Loftin Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James D Loftin work?

James D Loftin is listed as Partner / Cco at Ger Loftin Wealth Advisors, LLC on SEC Form ADV.

How much of Ger Loftin Wealth Advisors, LLC does James D Loftin own?

Form ADV reports a beneficial ownership band of Over 75%.

Ger Loftin Wealth Advisors, LLC

TitlePartner / Cco
OwnershipOver 75%
Control personYes
Since2010