Broker Check
James  Loftin

James Loftin

Chief Executive Officer, President

As the Chief Executive Officer at GER Loftin Wealth Advisors, James Loftin* works with individuals, families and business owners and specializes in wealth accumulation, investment management, asset and retirement planning.

“I started my career 25 years ago,” says James, “as a registered representative and financial planner with Raymond James and then Prudential Financial Services. Since day one, the favorite part of my role has always been seeing a client’s hard work and discipline pay off over time. Really, with the right financial plan, you can live a very independent life.”

Before partnering with George Rall to found GER Loftin, James also served with Morgan Keegan & Co and ran his own independent firm, Loftin Financial Group, for a number of years.

James’ professional credentials include:

  • Certified Financial Planner (2004)
  • General Securities Principal License (2006)
  • Former Registered Principal with United Planners Financial Services
  • Financial Planner Program at Oglethorpe University (1999-2002)
  • Metropolitan State College of Denver’s Financial Planner program (2003)
  • Wharton University’s Certified Investment Management Analyst-CIMA Program (2005)
  • Accredited Investment Fiduciary® (2019)
  • Co-Education Director for FPA of Georgia (2021)
  • FPA of GA - President Elect (2022)
  • FPA of GA- President (2023)
  • OneFPA-OneFPA Advisory Council (2023)
  • OneFPA -Advisory Council Executive Committee (2023)

James received his bachelor’s degree in Business Management from North Georgia College University. He is an active member of numerous professional associations, including the Financial Society Institute, the Georgia Chapter of the Financial Planning Association, the Investment Management Consulting Association and the Institute of Investment Management Consulting.

James and his family – wife Lori, son Landon and daughter Makenzie – live in Duluth, Georgia. When not working, James enjoys ALTA tennis, golf and fishing. Having served eight years in the Air Force/GA Air National Guard, he also enjoys flying and has an active private pilot license.

James Loftin is solely an investment advisor representative of Ger Loftin Wealth Advisors, LLC., and not affiliated with LPL Financial.

Advisors associated with Ger Loftin Wealth Advisors, LLC. may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Ger Loftin Wealth Advisors, LLC.; or (2) solely investment advisor representatives of Ger Loftin Wealth Advisors, LLC., and not affiliated with LPL Financial.  Investment advice offered through Ger Loftin Wealth Advisors, LLC., a registered investment advisor. Ger Loftin Wealth Advisors, LLC. is a separate entity from LPL Financial.