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Jackson Robert Metzger

Paces Ferry Wealth Advisors, LLC

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About Jackson Robert Metzger

Jackson Metzger is a financial advisor at Paces Ferry Wealth Advisors, LLC, located in Atlanta, GA. Jackson has been in the industry for 7 years and is currently registered with the state of Georgia. Jackson is also registered with the Series 7TO and SIE exams and the Uniform Combined State Law Examination. Jackson has previous experience with LPL Financial LLC and United Planners' Financial Services of America A Limited Partner. Jackson specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

Firm Information

Jackson Metzger is currently registered with Paces Ferry Wealth Advisors, LLC. Paces Ferry Wealth Advisors, LLC is a Registered Investment Advisor headquartered in Atlanta, GA. The firm manages approximately $361 million in assets for 619 clients, with a focus on individual and institutional investors. Their services include financial planning, portfolio management, and pension consulting.
Paces Ferry Wealth Advisors, LLC

2849 PACES FERRY ROAD, SUITE 660

ATLANTA, GA 30339

$361.25M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jackson Metzger’s Registration & Firm History

GA

08/08/2024 - Present

Paces Ferry Wealth Advisors, LLC (ATLANTA GA)

CA

08/08/2023 - 05/21/2024

LPL FINANCIAL LLC (SAN DIEGO CA)

GA

01/18/2023 - 08/16/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DULUTH GA)

GA

10/26/2021 - 11/11/2022

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DULUTH GA)

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Licenses & Designations

BOTH

Issued 12/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jackson Robert Metzger.
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