John Oglesby (CRD# 2716654) is an Investment Advisor Representative working at West Paces Advisors, Inc. in Atlanta, GA and has over 28 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Paces Advisors, Inc. | Atlanta, GA | Jan 2021 - Current | 3 |
| West Paces Advisors, Inc. | Atlanta, GA | Jan 2018 - Current | 6 |
| West Paces Advisors, LLC | Atlanta, GA | May 2015 - Dec 2017 | 2 |
| Northern Trust Bank, Fsb | Atlanta, GA | Apr 2003 - May 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- GA
- TX
-
Total Assets Under Management798MILLIONS
-
Total Number of Accounts725ACCOUNTS
-
Average Account Value$1,100,459
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, NC, NH, TX
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