John A. “Jag” Gholson, CLU®, CBC

Jag Gholson specializes in creative applications of insurance to help solve the unique needs of the affluent and ultra-affluent marketplace. Employing a consultative, objective approach and representing the client rather than a particular insurance company makes Jag’s specialty a value-added benefit.

In serving this market, traditional client concerns become coupled with intricate issues such as estate liquidity studies, multi-generational wealth transfer, multiple business ownership structures, and philanthropic desires. Experience, knowledge, insight, and ingenuity, earned through over 40 years of focused experience, allow unparalleled service and support to clients. These arrangements include estate plans for high-net-worth individuals and business owners, executive benefit and compensation programs and business continuity analysis such as buy-sell, stock redemption and key man placement.

Jag has worked as a principal of John A. Gholson and Associates with offices in Athens and Atlanta. Throughout the mid-1980s, Jag served as consultant with Nease, Lagana & Eden, specializing in insurance consulting for business owners and the affluent high net worth marketplace. During the early ’80s, he served as an instructor for Computone Systems, providing advanced insurance strategies for financial planners and insurance advisors nationwide. Jag has held the Chartered Life Underwriter® (CLU®) designation from the American College since 1981.

Jag is a graduate of the University of West Georgia with a Bachelor of Business Administration degree. His profession exam qualifications include the Series 6, 63, and 65 licenses along with the Georgia Life and Health Insurance license. Over the years, he has served on numerous boards of the United Methodist Church. His hobbies include cycling, inshore fishing for speckled trout and redfish, and photography.

EDUCATION, CREDENTIALS & SPECIAL TRAINING:

• Bachelor of Business Administration in Marketing & Management,
  University of West Georgia

• CHARTERED LIFE UNDERWRITER®

• CASH BALANCE CONSULTANT

• FINRA Licenses: Series 6, Series 63, Series 65

CIVIC, COMMUNITY & OTHER PROFESSIONAL AFFILIATIONS:

• Past President of The Cancer Foundation Board in Athens, GA

• Member of Ashford Memorial Methodist Church in Watkinsville, GA