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Jonathan Samuel Lindvig

Peachtree Wealth Advisors, Inc.

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About Jonathan Samuel Lindvig

Jonathan Samuel Lindvig is a financial advisor at Peachtree Wealth Advisors, Inc. located in Atlanta, GA. Jonathan has been in the industry since 2001 and has a combined state law examination. Jonathan is also registered in 13 states and has 3 product exams. Jonathan specializes in retirement planning, insurance and estate planning.

Firm Information

Jonathan Lindvig is currently registered with Peachtree Wealth Advisors, Inc.. Peachtree Wealth Advisors, Inc. is an investment advisor based in Atlanta, GA. They provide financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses. The firm manages approximately $275,580,219 in assets for 1,077 clients. They primarily work with individuals, corporations, and charitable organizations.
Peachtree Wealth Advisors, Inc.

300 W. WIEUCA ROAD

ATLANTA, GA 30342

$275.58M

Assets Under Management

1

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jonathan Lindvig’s Registration & Firm History

GA

08/12/2019 - Present

Peachtree Wealth Advisors, Inc. (ATLANTA GA)

GA

10/25/2004 - 10/04/2023

TRIAD ADVISORS LLC (ATLANTA GA)

NY

10/09/2001 - 10/26/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 10/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Samuel Lindvig.
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