James D Loftin
Investment adviser representative at Loftin Wealth Partners
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.5MFirm assets
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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
- Seminars and workshops
Experience
14 years in the industry.
- Loftin Wealth PartnersMar 2020 to now
- Ger Loftin Wealth AdvisorsJan 2010 to now
- John Luchene InsuranceJan 2010 to now
- Loftin Financial Group, LLCJan 2010 to now
- United Planners' Financial ServicesJan 2010 to Aug 2023
- Gerloftin Wealth Management, LLCNov 2009 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Loftin Wealth Partners
Legal name: Ger Loftin Wealth Advisors, LLC
$344.5MAssets managed
387Clients
6Advisers
7 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
- 4059549
- Firm CRD
- 305359