James Montgomery Jackson
Investment adviser representative at Builder Investment Group
26 yearsExperience
2 statesRegistered in
CFADesignation
$952.5MFirm assets
Are you James Montgomery Jackson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Builder Investment Group, Inc.Jun 2000 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Builder Investment Group
Legal name: Builder Investment Group Inc
$952.5MAssets managed
185Clients
3Advisers
43 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
- 4515671
- Firm CRD
- 107671