Jph Advisory Group, Inc.

Jph Advisory Group, Inc. (CRD# 125268) is a financial advisory firm headquartered in Atlanta, GA. They manage $128,589,214 in 170 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $756,407
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NE, TX

Financial Advisors at Jph Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Curtis A. Hearn
CRD#: 5227599
600 Galleria Parkway, Suite 1600, Atlanta, GA 30339
103
Wealthminder
score

Curtis is passionate about the ability of independent, unbiased financial planning to improve lives. So to maximize his ability to help clients reach their goals, Curtis has earned both an MBA and CFP designation. Certified Financial Planner (CFP®) professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Curtis has 13 years of experience in the financial industry, and is an Investment Advisor Representative (CRD# 5227599) with JPH Advisory Group in Atlanta, Georgia. 

2
Jonathan P. Houk
CRD#: 1403068
600 Galleria Parkway, Suite 1600, Atlanta, GA 30339
96
Wealthminder
score

Jonathan Houk (CRD# 1403068) is an Investment Advisor Representative working at Jph Advisory Group, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry. Jonathan Houk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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