James George Malatos,  CFP<sup>&reg;</sup> - Financial Advisor

James George Malatos, CFP®

Wealth Management

3560 Lenox Rd Ne, Suite 2800
Atlanta, GA 30326
(404) 760-3040 CONNECT WITH James
  • linkedin link


James Malatos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Atlanta, GA and the surrounding communities.

Financial Advisor Experience

James served as Vice President and Wealth Management Advisor with Merrill Lynch prior to joining UBS. After starting his wealth management career, James achieved the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning in 2013. James also went through the rigorous process of earning the CFP® (CERTIFIED FINANCIAL PLANNER™) mark, becoming a CFP® professional in September 2020. James' practice focuses on a goal-based wealth management process for High-Net-Worth individuals and families. He helps clients clearly define their long and short-term objectives across all facets of life and implement effective strategies. With a steadfast focus on client service, James works tirelessly to ensure every client has the ideal tailored solution for any need.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • Other - CRPC

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance: GA
  • Fixed annuities: All
  • Variable annuities: All

Broker-Dealer Affiliation

UBS Financial Services Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households


Helpful Financial Planning Resources