James Eugene Holmes
Investment adviser representative at Three Magnolias Financial Advisors
15 yearsExperience
1 stateRegistered in
$487.1MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Three Magnolias Financial AdvisorsOct 2024 to now
- Wells Fargo Clearing Services, LLCAug 2019 to Sep 2024
- Stephens IncMar 2011 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (NC).
Three Magnolias Financial Advisors
Legal name: Three Magnolias Financial Advisors, LLC
$487.1MAssets managed
618Clients
5Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2174697
- Firm CRD
- 114471