Unclaimed Profile

Samuel Jason Grant

HB WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Series 6521 years registeredHB WEALTH MANAGEMENT, LLC

3550 LENOX RD, ATLANTA, GA 30326CRD# 4897085Firm CRD# 316731

Profile Verification

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

Identity

Samuel Jason Grant · ATLANTA, GA

Registration

CRD #4897085 · HB WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

HB WEALTH

Nov 2021 – present

HOMRICH BERG

Jan 2021 – Nov 2021

Sandy Springs, GA

SG FINANCIAL ADVISORS, LLC

Jan 2005 – Jan 2021

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 12, 2005

Years registered · 21

Disclosure History

1994Criminal·Final Disposition

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

HB WEALTH MANAGEMENT, LLC

CRD 316731 · SEC 801-122595

AUM

$15.2B

Regulatory assets under management

Employees

180

17,942 client accounts

Services offered by HB WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HB WEALTH MANAGEMENT, LLC →

Introduction

Speak with Samuel

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

Not sure if Samuel 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 Samuel Jason Grant offer?

Samuel Jason Grant specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Samuel Jason Grant's credentials?

Samuel Jason Grant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Jason Grant located?

Samuel Jason Grant is based in ATLANTA, Georgia, working with HB WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Samuel Jason Grant charge for services?

Samuel Jason Grant'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 HB WEALTH MANAGEMENT, LLC?

HB WEALTH MANAGEMENT, LLC has approximately 180 employees and manages $15.2B 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 →