Unclaimed Profile

Jeffrey Joseph Call

BT WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Series 65Clean record23 years registeredBT WEALTH MANAGEMENT, LLC

RIVERWOOD 200, ATLANTA, GA 30339CRD# 4652067Firm CRD# 147729

Profile Verification

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

Identity

Jeffrey Joseph Call · ATLANTA, GA

Registration

CRD #4652067 · BT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BT FINANCIAL SERVICES LLC

Sep 2022 – present

BT WEALTH MANAGEMENT, LLC

Apr 2009 – Jul 2022

ATLANTA, GA

CPADVISORS, LLC

Jan 2006 – Dec 2010

ATLANTA, GA

CPADVISORS, LLC

Jan 2005 – Dec 2005

ATLANTA, GA

BTADVISORS, LLC

Jul 2003 – Dec 2009

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BT WEALTH MANAGEMENT, LLC

CRD 147729 · SEC 801-69372

AUM

$1.1B

Regulatory assets under management

Employees

1,327 client accounts

Services offered by BT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Joseph Call offer?

Jeffrey Joseph Call specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.

What are Jeffrey Joseph Call's credentials?

Jeffrey Joseph Call is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Joseph Call located?

Jeffrey Joseph Call is based in ATLANTA, Georgia, working with BT WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Jeffrey Joseph Call charge for services?

Jeffrey Joseph Call's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BT WEALTH MANAGEMENT, LLC?

BT WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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