Managing Member, Board Member · Globalt Investments
Jairus K. Buchanan
CRD 6774157 · Named on Form ADV at one SEC-registered adviser
At a glance
Globalt Investments, an SEC-registered wealth manager based in Atlanta, GA with $3.0 billion in regulatory assets, lists Jairus K. Buchanan on its Form ADV as Managing Member, Board Member, a control person.
Firms and roles
- Globalt InvestmentsManaging Member, Board MemberWealth manager · Atlanta, GA · $3.0B in regulatory assets
AtlasMembers
Jairus’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- William H. RoachManaging Member, CEO and President, Globalt Investments
- Drake J. CraigManaging Member, Chief Operating Officer, Globalt Investments
- Gary E. FullamManaging Member, Chief Investment Officer, Globalt Investments
- Annette M. MarshallChief Compliance Officer, Globalt Investments
- Thomas A. MartinManaging Member, Board Member, Globalt Investments
1 more person named with Jairus on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jairus’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.