JA
JA

James Joseph Ahern

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James works for Upfront Security Associates, LLC providing security presence, dedicating a few hours per week. He also works as a police officer for Nassau County Police Department, nearly full-time, and is a partial silent owner of Coverland Brokerage, an insurance agency.

Employment History
Current Registrations
Bison Wealth, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Bison Wealth, LLC
January 2023 - December 2024 · 1 yr 11 mos
Gladstone Wealth Partners
July 2019 - January 2023 · 3 yrs 6 mos
LPL Financial LLCBroker
May 2019 - January 2023 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - April 2018 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - April 2018 · 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.