Career
James Anderson has been Partner of Atlanta Consulting Group Advisors since January 2022. James Anderson is a control person of the firm and directly owns under 5% of it. James Anderson holds a Bachelor’s degree in Finance from the University of Memphis.
Atlanta Consulting Group Advisors, LLC is an Atlanta, GA firm with $14.7B under management, 364 clients and 10 advisers across 12 offices, as of its April 2026 filing.
Atlanta Consulting Group identifies Kurt Anderson as a Partner and Director of Performance Reporting.
- Raymond James & Associates, Inc.– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 705
- Morgan Keegan & Company, Inc.– · 5 yearsLaguna Beach, CA · Adviser representative · Firm CRD 4161
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 February 2007 |
| Series 7 | General Securities Representative Examination | 18 December 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- James Kurt Anderson
- CRD
- 5138848
- Firm bio
- acgconsulting.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does James Anderson work?
James Anderson has been Partner of Atlanta Consulting Group Advisors, LLC since January 2022, and is a control person of the firm.
Does James Anderson have a current investment-adviser registration?
James Anderson has a current broker registration and no current investment-adviser registration.
What exams has James Anderson passed?
James Anderson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2006. FINRA credited James Anderson with the SIE, which began in October 2018.
Where was James Anderson previously registered as an investment adviser?
James Anderson has past investment-adviser registrations through Raymond James & Associates, Inc., February 2013 to December 2017; Morgan Keegan & Company, Inc., February 2007 to February 2013, across 2 firms.