Jim Bozman


1550 Timothy Road, Suite 102
Athens, GA 30606

Direct: 706.208.1166 ext. 101
Office: 706.208.1166

Fax: 706.208.1232

James H. Bozman, AIF®

Senior Partner

As Senior Partner of the firm, Jim primarily focuses on his personal wealth clients. He has over 32 years of experience providing financial guidance and advice to personal wealth clients. To ensure the established reputation, and longevity of the firm, Jim also focuses on recruiting new advisors. Advisors are the core of the firm, and his focus on recruiting solidifies the firm’s place as an industry leader in the Southeast.

Before working in the financial industry Jim owned his own manufacturing firm. The insights he gained while in this industry have proven to be invaluable in advising clients who happen to also be business owners.

Jim has been married to his wife Patricia for over 43 years. He has a daughter, Anna who is married, 2 grand children, and a son, Chris. Jim has lived in Athens for 49 years.  He is involved with many civic groups. He has been a member of First United Methodist Church of Athens for 45 years, where he served on a number of committees. Jim has taught an Adult Sunday School class for the last 15 years. He is a runner, a rabid UGA football fan, and he loves gardening. Jim spends his weekends with his family at his 2nd home on Lake Burton in the North Georgia Mountains.


  • General Securities Representative (Series 7), Uniform Investment Advisor Law (Series 65) licenses.
  • Brenau University, Business Administration


  • Board Member, First United Methodist Church of Athens
  • Board Member, Young Life
  • Board Member, 20 years, The University of Georgia Touchdown Club of Athens
  • Rotary Club
  • Athens Chamber of Commerce
  • Graduate of the Chambers Leadership Athens program
  • Served the following Charities: Cure for Childhood Cancer, Be the Match, Bone Marrow Donor Program
  • Core leader for Community Bible Study International