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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed
location

Gainesville, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John Thomas Turner is an Investment Advisor Representative at Morgan Stanley, with over 24 years in the industry. John has extensive experience in the financial services industry, working previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PPA Investments, Inc.. John holds a Series 7, 63, and 66 licenses, as well as the SIE. John has a passion for helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

LAWRENCEVILLE, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jolette Nicolle Landress is a financial advisor with LPL Financial LLC. Jolette has been in the financial services industry since 2003 and is registered to provide investment advice in Georgia and Florida. Jolette previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Jolette is a licensed Series 6, 7 and 66 financial advisor and has passed the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Beam Wealth Advisors, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Jon Eric Van wieren is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, Georgia. Jon has been in the financial services industry since 1998 and has a Series 7, Series 63, and Series 65 license. Jon is also a Certified Financial Planner. Jon has experience providing financial planning services to individuals, families, and businesses. Jon is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ESTATE PLANNING
Market Timing Services
Unclaimed

UBS Financial Services Inc.

location

ATLANTA, GA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Jon Paul Ledoyen is a financial advisor who has been working in the industry since April 1992. Jon is currently registered with UBS Financial Services Inc. and has a strong track record of providing financial advice to individuals, families, and businesses. Jon has a broad range of experience in areas including investment management, financial planning, and retirement planning.

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

Raymond James & Associates, Inc.

location

MACON, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jon Thomas Lewis is a financial advisor registered with Raymond James & Associates, Inc. Jon has been in the financial industry since 2011. Jon's career includes experience with Morgan Keegan & Company, Inc. Jon is licensed in a number of states and has several product and state exams including the Series 7 and Series 66. Jon has been with Raymond James & Associates, Inc. since 2013. Jon holds the SIE designation.

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

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonah Benjamin Weisel is an investment professional registered with Raymond James & Associates, Inc.. Jonah Benjamin Weisel has been in the industry since October 19, 2015. They have experience with FINANCO SECURITIES, LLC, LAZARD MIDDLE MARKET LLC, and Needham & Company, LLC. Jonah Benjamin Weisel holds the Series 63, Series 7, Series 79, and SIE licenses. Jonah Benjamin Weisel is registered with the state of New York.

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

Raymond James Financial Services Advisors, Inc.

location

Gainesville, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Wesley Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Gainesville, GA. Jonathan has been in the industry since March 2015 and holds a Series 7, Series 66, and SIE licenses. Jonathan has a strong track record of success in providing financial advice to individuals and families. He is passionate about helping clients achieve their financial goals and believes in building long-term relationships with his clients. Jonathan's expertise includes financial planning, retirement planning, investment management, and estate planning. In addition to his role as a financial advisor, Jonathan is also a community coach for Gainesville Lacrosse.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Atlanta, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Brinson is a financial advisor with Morgan Stanley. Jonathan has been in the financial industry since August 2008. Jonathan is registered with both the Broker-Dealer and Investment Advisor channels, working in both Atlanta, GA and Texas. Jonathan is also registered with FINRA and has been in the industry for more than 15 years. Jonathan is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

THE Ayco Company, LP

location

Atlanta, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Farmer Kirby is a financial professional with over 7 years of experience in the industry. Jonathan is currently registered with The Ayco Company, LP. Jonathan has a wide range of experience in various financial services sectors, including investments, securities and commodities. Jonathan previously held roles at Mercer Allied Company, L.P. and ScotTrade, Inc. Jonathan also worked for Edward Jones earlier in their career. Jonathan is a Series 3, Series 7, and Series 66 licensed professional. Jonathan holds a Uniform Combined State Law Examination and is registered in several states, including Georgia, Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Mississippi, New Jersey, New York, North Carolina, South Carolina, Tennessee, Virginia, and Washington. Jonathan is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

CANTON, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Papac is a financial advisor with Fidelity Personal and Workplace Advisors. Jonathan has been working in the financial services industry since 2011. Jonathan holds the Series 66, Series 7 and SIE licenses. Jonathan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and is currently licensed in 52 states. Jonathan has previous experience with J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, VOYA INVESTMENTS DISTRIBUTOR, LLC, FIFTH THIRD SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WADDELL & REED, INC. and AXA ADVISORS, LLC. Jonathan provides financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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