Unclaimed Profile

Janet Marie Bentley-Ewers

SB ADVISORY, LLC·ATLANTA, Georgia

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 6620 years registeredSB ADVISORY, LLC

3340 PEACHTREE ROAD, ATLANTA, GA 30326-1184CRD# 4517255Firm CRD# 154680

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Janet Marie Bentley-Ewers · ATLANTA, GA

Registration

CRD #4517255 · SB ADVISORY, LLC · 20 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

Nov 2021 – present

TRUIST INVESTMENT SERVICES, INC.

Nov 2021 – present

ES ADVISORY GROUP

Feb 2019 – May 2020

EAST STROUDSBURG, PA

INVICTUS CAPITAL INVESTORS

Jan 2019 – Dec 2019

EAST STROUDSBURG, PA

SAN BLAS ADVISORY, INC.

Nov 2018 – Dec 2018

EAST STROUDSBURG, PA

INVICTUS CAPITAL INVESTORS

Mar 2018 – Dec 2018

EAST STROUDSBURG, PA

SB ADVISORY, LLC

Apr 2012 – Aug 2020

MT. POCONO, PA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2006 – Nov 2006

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · January 9, 2006

Years registered · 20

Disclosure History

2012Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

SB ADVISORY, LLC

CRD 154680 · SEC 801-77380

AUM

$286M

Regulatory assets under management

Employees

1,045 client accounts

Services offered by SB ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SB ADVISORY, LLC →

Introduction

Speak with Janet

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Janet is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Janet Marie Bentley-Ewers offer?

Janet Marie Bentley-Ewers specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Janet Marie Bentley-Ewers's credentials?

Janet Marie Bentley-Ewers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janet Marie Bentley-Ewers located?

Janet Marie Bentley-Ewers is based in ATLANTA, Georgia, working with SB ADVISORY, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Janet Marie Bentley-Ewers charge for services?

Janet Marie Bentley-Ewers'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 SB ADVISORY, LLC?

SB ADVISORY, LLC has approximately 29 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →