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Benjamin Isaac Jacobs-Nichelson

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC·ATHENS, Georgia
8 years registeredELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
687 S MILLEDGE AVE, ATHENS, GA 30605CRD# 6935645Firm CRD# 154839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Isaac Jacobs-Nichelson · ATHENS, GA
Registration
CRD #6935645 · ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

FULLY FINANCIAL
Apr 2023 – present
ELWOOD & GOETZ
Apr 2018 – May 2023
ATHENS, GA
02

Registrations & Exams

Registration record
First registered · April 5, 2018
Years registered · 8
03

Disclosure History

2023Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
CRD 154839 · SEC 801-109935
AUM
$682M
Regulatory assets under management
Employees
19
2,740 client accounts
Services offered by ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC →
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05

Frequently Asked Questions

What services does Benjamin Isaac Jacobs-Nichelson offer?
Benjamin Isaac Jacobs-Nichelson specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Benjamin Isaac Jacobs-Nichelson's credentials?
Benjamin Isaac Jacobs-Nichelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Isaac Jacobs-Nichelson located?
Benjamin Isaac Jacobs-Nichelson is based in ATHENS, Georgia, working with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Benjamin Isaac Jacobs-Nichelson charge for services?
Benjamin Isaac Jacobs-Nichelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC?
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC has approximately 19 employees and manages $682M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

Alden Mergenthal Shmerling
ATHENS, GA
Lindsay Shae Elwood
ATHENS, GA
Joseph William Goetz
ATHENS, GA
Aysha Nicole Babb Ballis
ATHENS, GA

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