Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JIA does not maintain a standard fee schedule for Accounts described in this Brochure. The Account Fee is negotiated with each Client and is generally calculated by applying an annual Account Fee set forth in the fee schedule. The Account Fee will equal either a flat fee or (on an annualized basis) the percentage as set forth in the Fee Schedule of the fair market value of Account Assets. The Account Fee includes consulting, administrative and advisory services, trade execution (except as described), custody (except as described), and reporting services.
Areas of Practice
Advisor Information
Office location
Atlanta, GA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cooley is a member at large of the Knox Hall Condominium Association since 2017, spending minimal time approving member requests. Cooley is also the Membership Chair and a Board Member at Druid Hills Golf Club since late 2024, dedicating a few hours per week to welcoming new members.