James Nicholas Proffitt
Investment adviser representative at Proffitt & Goodson Inc.
40 yearsExperience
4 statesRegistered in
$797.7MFirm assets
39 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Proffitt & Goodson Inc.Jul 2024 to now
- Proffitt & Goodson Inc.Jul 2019 to Jun 2024
- Proffitt & Goodson IncJul 1986 to Jun 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (NC, TN, TX, VA).
Proffitt & Goodson Inc.
$797.7MAssets managed
299Clients
6Advisers
39 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
- 4342210
- Firm CRD
- 105278