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John Lowrey Stone

Advocacy Wealth Management, LLC

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About John Lowrey Stone

John Lowrey Stone is a Certified Financial Planner and a registered Investment Advisor Representative for Advocacy Wealth Management, LLC, located in Atlanta, Georgia. John's registrations began in 2015 and he has been with the firm since that time. John focuses on providing financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. He is also registered with the State of Georgia as an Investment Advisor Representative. In addition to his work at Advocacy Wealth Management, LLC, John also works as an agent for Forge Consulting LLC, an insurance agency that is the parent company of Advocacy Wealth Management.

Firm Information

John Stone is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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John Stone’s Registration & Firm History

GA

06/22/2015 - Present

Advocacy Wealth Management, LLC (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Lowrey Stone.
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