Our Qualifications

James Henson has been associated with Citadel Financial & Retirement Solutions LLC and another financial services firm and its predecessor, which he founded, since 1986. Previously, he was associated with an Atlanta based Registered Investment Advisory Firm.  

James graduated Summa Cum Laude from the Georgia Institute of Technology in 1976 with a Bachelor of Science Degree in Management. He served in a dual position with a large publicly traded insurance company and the founding family's real estate holding company until 1980. After the sale in 1980 of the insurance company James set up separate offices to manage the founding family's assets. He simultaneously became the President and a Director of the real estate holding company and also the Administrator of a Private Foundation controlled by the founding family. In those positions, he managed the Foundation and all the investments and companies associated with the founding family. In June of 1982, Mr. Henson became one of the co-founders of the Registered Investment Advisory firm. A member of the investment committee, he managed both equity and debt portfolios. He sold his interest in that firm in 1986 and founded Citadel Capital Corporation, the predecessor of Citadel Financial Services Corporation. He subsequently founded Citadel Financial & Retirement Solutions LLC and is a registered representative with Osaic Wealth, Inc. He holds Series 7, Series 24, Series 63, and Series 65 Registrations. He also holds Life, Accident and Health Insurance licenses. James has been a frequent speaker at civic clubs on financial planning topics. He has taught financial planning and related classes at a local college and also conducted financial, retirement and estate planning workshops for private and publicly traded companies.