Journey Advisory Group, LLC

Journey Advisory Group, LLC (CRD# 171919) is a financial advisory firm headquartered in Covington, KY. They manage $1,015,864,170 in 1,692 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
50 E. Rivercenter Blvd, Suite 301, Covington, KY 41011
https://www.linkedin.com/company/journeyadvisorygroup
By the Numbers
  • Total Assets Under Management
    1,016
    MILLION
  • Total Number of Accounts
    1,692
    ACCOUNTS
  • Average Account Value
    $600,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, KY, NH, OH, TX, WA

Financial Advisors at Journey Advisory Group, LLC
Showing 11 - 15 of 15 top financial advisors.
11
Pashence Barrera, financial advisor Temple TX
Pashence A. Barrera
CRD#: 7264643
2207 Birdcreek Drive, Temple, TX 76502

Pashence Barrera (CRD# 7264643) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Temple, TX and has over 3 years of experience in the finance industry.

12
James Joo, financial advisor Blue Ash OH
James J. Joo
CRD#: 7563480
4500 Cooper Road, Suite 201, Blue Ash, OH 45242

James Joo (CRD# 7563480) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.

13
Kathryn McNeely, financial advisor Temple TX
Kathryn C. McNeely
CRD#: 3135273
2207 Birdcreek Dr., Temple, TX 76502

Kathryn McNeely (CRD# 3135273) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Temple, TX and has over 22 years of experience in the finance industry.

14
Richard Pettway, financial advisor Covington KY
Richard E. Pettway
CRD#: 7292249
15 W 5th Street, Covington, KY 41011

Richard Pettway (CRD# 7292249) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Covington, KY and has 1 year of experience in the finance industry.

15
Tyler Verst, financial advisor Covington KY
Tyler J. Verst
CRD#: 7844143
50 E. Rivercenter Blvd, Suite 301, Covington, KY 41011

Tyler Verst (CRD# 7844143) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Covington, KY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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