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Andrew Jacob Avera

AVERA WEALTH ADVISORS, LLC·KENNESAW, Georgia
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125 TOWNPARK DRIVE NW, KENNESAW, GA 30144-5509CRD# 6867563Firm CRD# 290367
01

About

Andrew Jacob Avera is a registered financial advisor based in KENNESAW, Georgia, affiliated with AVERA WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVERA WEALTH ADVISORS, LLC
JOURNEY BEYOND WEALTH
AUM
$164M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AVERA WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6867563
Firm CRD# 290367
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Jacob Avera offer?
Andrew Jacob Avera specializes in Financial Planning, Investment Management. Contact their office in KENNESAW, Georgia for a consultation.
What are Andrew Jacob Avera's credentials?
Andrew Jacob Avera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Jacob Avera located?
Andrew Jacob Avera is based in KENNESAW, Georgia, working with AVERA WEALTH ADVISORS, LLC. Their office serves clients in the KENNESAW metropolitan area and surrounding communities.
How does Andrew Jacob Avera charge for services?
Andrew Jacob Avera's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVERA WEALTH ADVISORS, LLC?
AVERA WEALTH ADVISORS, LLC has approximately 5 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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