Unclaimed Profile

Jeffrey Tyler Shaver

ACG WEALTH INC.·ATLANTA, Georgia

SIE, Series 7, Series 31, Series 63, Series 6521 years registeredACG WEALTH INC.

3333 PIEDMONT RD., ATLANTA, GA 30305CRD# 2675592Firm CRD# 150419

Profile Verification

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

Identity

Jeffrey Tyler Shaver · ATLANTA, GA

Registration

CRD #2675592 · ACG WEALTH INC. · 21 years registered

Brand Profile

Not yet started

Career History

34 FINANCIAL, LLC

Jan 2024 – present

MERCER GLOBAL ADVISORS INC.

Jun 2022 – Apr 2023

Atlanta, GA

ACG WEALTH INC.

Jul 2009 – Dec 2022

ATLANTA, GA

TRIAD ADVISORS, INC.

May 2009 – Aug 2009

ATLANTA, GA

LPL FINANCIAL CORPORATION

Apr 2005 – May 2009

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 14, 2005

Years registered · 21

Disclosure History

2024Customer Dispute·Settled

2022Customer Dispute·Settled

2012Customer Dispute·Closed-No Action

2005Customer Dispute·Settled

2001Customer Dispute·Award / Judgment

5 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

ACG WEALTH INC.

CRD 150419 · SEC 801-70298

AUM

$1.2B

Regulatory assets under management

Employees

1,815 client accounts

Services offered by ACG WEALTH INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACG WEALTH INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Tyler Shaver offer?

Jeffrey Tyler Shaver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Jeffrey Tyler Shaver's credentials?

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

Where is Jeffrey Tyler Shaver located?

Jeffrey Tyler Shaver is based in ATLANTA, Georgia, working with ACG WEALTH INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Jeffrey Tyler Shaver charge for services?

Jeffrey Tyler Shaver'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 ACG WEALTH INC.?

ACG WEALTH INC. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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