James Robert Kaufman

Overview

James Robert Kaufman is an insurance agent and an investment adviser representative based in Atlanta, GA, with 27 years in the industry.

Years in the industry

27

States licensed

7

States registered

2

Carrier appointments

14

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 7 states
• Registered in 2 states

• Agent
• Producer
• Series 66

4 lines of authority, with every state and its dates

Firms

• Openarc Corporate Advisory, LLCCurrent firm
• Merrill LynchCurrent firm

Employment history since 2004

Carriers

14 active carrier appointments

Book and practice

Firm assets under management on file