UBS Financial Services
47yrs
Top 1% by experience in Atlanta
19yrs
Thomas James has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Atlanta, Georgia. Thomas has been with EPG Wealth Management since 2021; before that, Thomas spent seven years at ACG Wealth and five years at TRI Pillar Investments. Thomas holds the CFP® designation.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office309 East Paces Ferry Rd NE Suite 900, Atlanta, GA 30305
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$460,106
Advisors at the firm10
States licensed ?1 state
Services through EPG Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowEPG Wealth Management LLCCurrent firm
- 2014 – 2021ACG Wealth Inc.Previously
- 2009 – 2014TRI Pillar Investments, LLCPreviously
- Sep 2007 – Apr 2009CIC Advisers, LLCPreviously
Contact Thomas
(404) 809-3680EPG Wealth Management main office 309 East Paces Ferry Rd NE Suite 900Atlanta, GA 30305Office · Get directions Firm websitewww.eastpacesgroup.com
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call EPG Wealth Management at (404) 809-3680 and ask for Thomas James. Thomas works from the Atlanta, GA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
EPG Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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