James Milton Pullen II
Investment Adviser Representative at HB Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Milton Pullen II is an investment adviser representative with HB Wealth in Alpharetta, GA, where they have been registered since 2021, the year they entered the securities industry. They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FULL TIME EducationAug 2012 – Dec 2016Athens, GA
- Secure LIFE BenefitsJan 2013 – Dec 2016Alpharetta, GA
- RJ Walters & AssociatesJan 2017 – May 2017Alpharetta, GA
- Wealth 360, LLCJul 2017 – Sep 2017Suwanee, GA
- Secure Life BenefitsSep 2017 – Oct 2018Alpharetta, GA
- Atlanta Financial AssociatesOct 2018 – Aug 2021Atlanta, GA
- Homrich BergAug 2021 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HB Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $1,000,000 (FP&IM)1.25%
- Next $4,000,000 (FP&IM)1.00%
- Next $5,000,000 (FP&IM)0.75%
- Next $20,000,000 (FP&IM)0.63%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 162
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Atlanta, GA
- SEC file number:
- 801-122595
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at HB Wealth
Showing 12 of 162 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Milton Pullen II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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