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Andrew Jacob Avera

AVERA WEALTH ADVISORS, LLC·KENNESAW, Georgia
Clean record8 years registeredAVERA WEALTH ADVISORS, LLC
125 TOWNPARK DRIVE NW, KENNESAW, GA 30144-5509CRD# 6867563Firm CRD# 290367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Jacob Avera · KENNESAW, GA
Registration
CRD #6867563 · AVERA WEALTH ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

JOURNEY BEYOND WEALTH
Nov 2017 – present
02

Registrations & Exams

Registration record
First registered · November 17, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVERA WEALTH ADVISORS, LLC
CRD 290367 · SEC 801-128161
AUM
$164M
Regulatory assets under management
Employees
5
283 client accounts
Services offered by AVERA WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AVERA WEALTH ADVISORS, LLC →
Introduction

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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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Other Advisors at AVERA WEALTH ADVISORS, LLC

Christopher Robert Mccall
KENNESAW, GA

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Research
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