James Euart Cochran
Investment adviser representative at Summit Wealth Group
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm 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 assetsFixed 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
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2025 to now
- Summit Wealth Group LLCJun 2018 to now
- Commonwealth Financial NetworkJun 2018 to Apr 2025
- Minnesota Life Insurance CompanyDec 2008 to Jun 2018
- Securian Financial ServicesDec 2008 to Jun 2018
- Shoemaker FinancialDec 2008 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Summit Wealth Group
Legal name: Summit Wealth Group LLC
$2.3BAssets managed
3,117Clients
39Advisers
1 yearIn 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
- 5627737
- Firm CRD
- 335242