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 22 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 31 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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