John A. “Jag” Gholson, CLU®

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. Gholson’s experience, knowledge, insight and ingenuity, earned through 37 years of focused experience, allow him to provide unparalleled service and support to his 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.

Mr. Gholson has worked as a principal of John A. Gholson and Associates with offices in Athens and Atlanta. During that time, Jag served as an insurance consultant to the Emory Clinic and the Emory Egleston Pediatric Care Foundation. He has also served in an advisory capacity for insurance plans sponsored by the Medical Association of Georgia, the Georgia Bar Association and the Georgia Dental Association. Throughout the mid 1980s, Gholson 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. Mr. Gholson has held the Chartered Life Underwriter (CLU) designation from the American College since 1981.

Jag is a graduate of West Georgia College with a Bachelor of Business Administration degree. His professional exam qualifications include the Investment Company and Variable Contracts Products (Series 6), Uniform Securities Agent State Law (Series 63), Uniform Investment Advisor Law (Series 65) licenses and the Georgia Life and Health Insurance license. Over the years, he has served on numerous boards of the United Methodist Church and is currently serving on the Board of Directors for The Cancer Foundation of Northeast Georgia.  His hobbies include cycling, inshore fishing for speckled trout and redfish, and photography.

EDUCATION, CREDENTIALS & SPECIAL TRAINING:

• West Georgia University / Bachelor of Business Administration in Marketing & Management
• CHARTERED LIFE UNDERWRITER®
• CASH BALANCE CONSULTANT®
• FINRA Licenses: Series 6, Series 63, Series 65

CIVIC, COMMUNITY & OTHER PROFESSIONAL AFFILIATIONS:

• President of The Cancer Foundation Board in Athens, Ga.
• Member of Athens First United Methodist Church