Alan Jeglinski, financial advisor Dawsonville GA
93 score

Alan Jeglinski

CRD Number: 3112099
Current Firm: Ironridge Wealth Management, LLC

Alan Jeglinski (CRD# 3112099) is an Investment Advisor Representative working at Ironridge Wealth Management, LLC in Dawsonville, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ironridge Wealth Management, LLC Atlanta, GA Nov 2013 - Current 2
Mml Investors Services Inc. Atlanta, GA Jun 2001 - Nov 2013 12
Massmutual Springfield, MA Jun 2001 - Nov 2013 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1998
Contact Info for Alan J. Jeglinski
Phone Number: (770) 635-1925
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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