J. King
J. King is a ChFC-designated registered investment advisor at Research Financial Strategies, based in Bogart, GA, with 21 years of industry experience. J. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 580 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFS offers asset management services where they manage your investments based on your financial situation, goals, and risk tolerance. The annual fee for this service ranges from 0.50% to 3.00% of the value of your account. Fees are negotiable based on the account size, types of assets, your financial situation, and trading activity. There is a minimum account size of $50,000, but RFS may make exceptions. Fees are billed quarterly in advance.
Location
1340 Ferncreek Drive, Bogart, GA, 30677
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2002Criminal
January 1998Other Business ActivitiesSells Insurance
J. spends about 10-20% of their time on non-variable insurance since 2011. Since July 2024, J. is also the owner of 323 Consulting LLC, which provides college planning and insurance services.
Employment History
Current Registrations
Research Financial Strategies
Previous Registrations
LPL Financial LLC
Metlife Securities INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.