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Portfolio Management for Businesses Advisors in Atlanta, Georgia
4,942 Results
Unclaimed

Homrich Berg | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Jarrel Dee Longino is a financial advisor registered with Homrich Berg in Atlanta, Georgia. Jarrel has been in the financial services industry since July 2023 and holds a Certified Financial Planner designation. Jarrel specializes in providing financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jarrett S. Frierson is a registered representative with Raymond James & Associates, Inc. in Atlanta, GA. Jarrett has been in the financial services industry since 2014. Prior to joining Raymond James, Jarrett was affiliated with Cabot Lodge Securities LLC and Essex Securities LLC. Jarrett holds FINRA Series 7, 9, 10, 24 and 66 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Rockefeller Financial LLC

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jarrett Bostwick has been in the financial services industry since 2012 and is currently registered as an investment advisor representative with Rockefeller Financial LLC. He specializes in financial planning, portfolio management, and pension consulting, working with high-net-worth individuals, businesses, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Homrich Berg | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Jarrod M. Freeman is an Investment Advisor Representative at Homrich Berg, a registered investment advisor based in Atlanta, Georgia. Jarrod is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jarrod has been in the industry since 2016, bringing over 10 years of experience to clients at Homrich Berg.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jarrod Yevan Brown is a registered investment advisor representative with Invesco Advisers, Inc. Jarrod has been in the securities industry since 2011. Jarrod is licensed to offer securities in all 50 states and the District of Columbia. Jarrod is also a registered investment advisor in Texas. Prior to joining Invesco Advisers, Inc. Jarrod worked for Voya Investments Distributor, LLC and Invesco Distributors, Inc. Jarrod has passed the Series 63, Series 66, Series 7 and SIE exams. Jarrod specializes in investments in fixed income, mutual funds, variable annuities, and equity securities. Jarrod is also involved in real estate through LIBRA CAPITAL LLC and 47 PROPERTY GROUP LLC.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jasmine Thomas is a financial advisor with UBS Financial Services Inc. based in Atlanta, Georgia. Jasmine has been in the financial industry since February 24, 2014, and has been with UBS Financial Services Inc. since October 2019. Prior to joining UBS Financial Services Inc., Jasmine worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jasmine Guerra is a financial advisor at UBS Financial Services Inc. based in Atlanta, Georgia. Jasmine holds a Series 7TO, Series 66, and SIE license and is registered with Georgia and 40 other states. She is an active advisor and provides financial planning and portfolio management for individuals, businesses and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Atlanta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jasmine Thomas is a registered representative with J.p. Morgan Securities LLC. Jasmine is licensed in 50 states to provide Broker/Dealer and Investment Advisor services. Jasmine Thomas has been in the financial industry since 2013. Prior to joining J.p. Morgan Securities LLC, Jasmine was employed at E*TRADE SECURITIES LLC. Jasmine is a Series 7, Series 63 and Series 66 licensed representative and holds the SIE designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jason Anthony Mullins is a registered representative of Dai Wealth, LLC. Jason has been in the industry since 2008. Jason is registered with the following securities authorities: Arizona, Colorado, Idaho, Missouri, New Mexico, Oklahoma, and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Invesco Advisers, Inc. | CFA ® (Certifications)

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jason Perry is a financial advisor with Invesco Advisers, Inc. in Atlanta, Georgia. Jason has been in the industry since July 2012 and is registered with FINRA and 53 states. Jason holds the Series 3, Series 7, and Series 66 licenses and has earned the Chartered Financial Analyst designation. Jason's areas of focus include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles

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