Investment adviser representative · Hammerhead Financial Strategies, LLC
James C. Koford
CRD 5079315 · Lutz, FL
At a glance
James C. Koford is an investment adviser representative with Hammerhead Financial Strategies, LLC in Lutz, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Hammerhead Financial Strategies, LLCSince November 2025Lutz, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Hammerhead Financial Strategies, LLC
- James L. Deporre Jr.Conover
Every advisor at Hammerhead Financial Strategies, LLC →Financial advisors in Lutz, FL →Advisor Moves: who changed firms this week →