Jackson Metzger (CRD# 7381680) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 2 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 |
---|---|---|---|
Lpl Financial LLC | Johns Creek, GA | Aug 2023 - Current | < 1 |
Gerloftin Wealth Advisors | Johns Creek, GA | Jan 2022 - Current | 2 |
United Planners Financial Services | Scottsdale, AZ | Oct 2021 - Aug 2023 | 1 |
Gerloftin Wealth Advisors | Johns Creek, GA | Jun 2021 - Aug 2023 | 2 |
Sewanee: The University Of The South | Sewanee, TN | Aug 2017 - May 2021 | 3 |
N3l Capital Partners | Nashville, TN | Jun 2020 - Oct 2020 | < 1 |
Vector Marketing | Norcross, GA | Nov 2017 - Dec 2018 | 1 |
Unemployed | Duluth, GA | Aug 2016 - Aug 2017 | 1 |
Kinnucans Specialty Outfitters | Alpharetta, GA | Aug 2015 - Aug 2016 | 1 |
Unemployed | Duluth, GA | Oct 2010 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- GA
-
Total Assets Under Management234MILLIONS
-
Total Number of Accounts1,440ACCOUNTS
-
Average Account Value$162,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, CA, FL, GA, IN, LA, MI, NC, OK, PA, SC, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.