Zwj Investment Counsel Inc.

Zwj Investment Counsel Inc. (CRD# 110397) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,643,161,247 in 1,572 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,643
    MILLION
  • Total Number of Accounts
    1,572
    ACCOUNTS
  • Average Account Value
    $1,045,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

AL, CA, FL, GA, IL, LA, NC, NH, NM, NY, OH, SC, TX

Financial Advisors at Zwj Investment Counsel Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Clayton F. Jackson
CRD#: 2520920
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
96
Wealthminder
score

Clayton Jackson (CRD# 2520920) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has over 23 years of experience in the finance industry.

2
Robert G. Neville
CRD#: 1414520
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
96
Wealthminder
score

Robert Neville (CRD# 1414520) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has over 32 years of experience in the finance industry.

3
Charles L. Abney
CRD#: 2711031
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
90
Wealthminder
score

Charles Abney (CRD# 2711031) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

4
Krista L. Cosgrove
CRD#: 2167065
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
90
Wealthminder
score

Krista Cosgrove (CRD# 2167065) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

5
Stacey D. Ewing
CRD#: 4407699
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
90
Wealthminder
score

Stacey Ewing (CRD# 4407699) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

6
John B. Shepard
CRD#: 4371652
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
90
Wealthminder
score

John Shepard (CRD# 4371652) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

7
Kevin C. Yang
CRD#: 5940910
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
90
Wealthminder
score

Kevin Yang (CRD# 5940910) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

8
Bradford S. Young
CRD#: 4899077
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
90
Wealthminder
score

Bradford Young (CRD# 4899077) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

9
Glen R. Carpenter
CRD#: 4855727
75 14th Street Ne, Suite 2900, Atlanta, GA 30309
70
Wealthminder
score

Glen Carpenter (CRD# 4855727) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.