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Armand A. Atkinson, CFP®, RFC®, AWMA®

JHS Capital Advisors, LLC

501 E. Kennedy Blvd
Ste 1400
Tampa, FL 33602
Phone: (727) 623-0346
Fax: (727) 674-0978

Web site

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

Foreign Languages
  • English

 

About My Practice

Being a Financial Advisor with JHS Capital Advisors encourages me to provide objective advice to my clients. My mission is to put my clients’ interests first and live by the JHS Code of Ethics.

 

Experience

I am a graduate of Eckerd College with a degree in Economics. I currently hold the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. I also hold the Registered Financial ConsultantSM designation from the International Association of Registered Financial Consultants. In addition, I hold the Accredited Wealth Management AdvisorSM, Chartered Retirement Planning CounselorSM and Chartered Mutual Fund CounselorSM designations from the College of Financial Planning. Please visit letsmakeaplan.org to learn more about financial planning and why you should consider an advisor who specializes in financial planning. I have completed the FINRA Series 7, FINRA Series 66, along with the Florida Life, Health & Variable Annuities License. I serve as an approved 403(b)/457 representative for Pinellas County Schools, Manatee County Schools, St. Petersburg College and the State College of Florida. 

Based on licenses and registrations I hold, I may conduct business in FL, SC, OH, PA, GA & LA.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: Florida, Health/disability insurance: Florida, Fixed annuities: Florida, Variable annuities: Florida
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC®, AWMA®, CRPC®, CMFC®
Broker-Dealer Disclaimer
Securities and Advisory services offered through JHS Capital Advisors, LLC. Member FINRA/SIPC. A Registered Investment Advisor.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.