James Loftin Email & Phone Number
Owner and President @ Loftin Wealth Partners
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James Loftin Location
- Duluth, GA, US
James Loftin Work
- Owner and President @ (December 2019 - Present)
- CEO and Partner and Co-Owner @ (January 2010 - November 2025)
- Financial Advisor @ Raymond James dba Loftin Financial Group LLC (January 2005 - December 2009)
- Financial Advisor @ Morgan Keegan (March 2002 - December 2004)
- Financial Advisor @ (January 2000 - June 2002)
- GAANG - Dobbins AFB - Sr. AIRMAN E-4 @ (January 1990 - January 1997)
James Loftin Education
- University of North Georgia
Bachelor's in Business Managment (Business Administration, Management and Operations)
1999-2005 - oglethorpe university
Financial Planning Program at Oglethorpe University (CERTIFIED FINANCIAL PLANNER (tm) Designation)
1999-2003 - The Wharton School
CIMA (CIMA)
2009 - The University of Georgia
James Loftin Summary
- James Loftin, based in Duluth, GA, US, is currently a Owner and President at Loftin Wealth Partners. James Loftin brings experience from previous roles at GERLOFTIN Wealth Advisors, LLC, Raymond James dba Loftin Financial Group LLC, Morgan Keegan and Prudential Financial. James Loftin holds a 1999 - 2005 Bachelor's in Business Managment in Business Administration, Management and Operations @ University of North Georgia. James Loftin has 1 mobile phone numbers on RocketReach.
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