James R. Bolton, CFP® has been involved in the financial services industry since 1980, initially providing tax planning strategies and preparation services for clients, primarily in the medical field. Since moving to Atlanta in 1985, Jim strives to meet the needs of a clientele comprised of individuals, business owners, pre-retirees and retirees.
Jim focuses on money in transition, 401(k) plans, income and estate tax planning, and retirement planning. Extensive background and knowledge in the financial and retirement planning fields allow Jim to provide outstanding service to his clients. With a focus on long-term relationships, Jim commits himself to in-depth financial planning and investment advice. Through consistent effort and a reputation for integrity and professionalism, he has built a solid client base and expanded his business through referrals from satisfied clients and other professionals.
Jim is a 1984 graduate of Lansing Community College with an Associate Degree in Accounting, and he received his CFP® certification from the College for Financial Planning in 1986. He is a licensed life and disability insurance agent, as well as a financial advisor and registered representative with Cambridge Investment Research, Inc., offering various asset management and “wrap fee” programs.
Jim is also an Investment Advisor Representative with LongView Wealth Management and President and CEO of JB Financial, Inc., through which he provides tax planning and preparation services.
Jim resides in Cumming, Georgia, with his wife Cathy and their two dogs, Max and Chloe. In his leisure time, Jim enjoys camping, NASCAR, golf and working with others.