David
Jones

Epg Wealth Management LLC

CRD#4494427
Investment Advisor
in Atlanta, GA

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About this Advisor

David Jones is a certified financial planner operating out of Atlanta, Georgia. Jones is on the advisory team at Epg Wealth Management LLC. Over the course of their career, they have held roles at National Financial Services Group, National Life Group, Equity Services, Inc, Arkadios Capital LLC and Arkadios Capital. Jones holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Georgia and Texas. Epg Wealth Management LLC is a registered investment company operating out of Atlanta, GA. The firm has offices in five locations and a total of 12 people on staff. It handles $482 million in total assets between its 1,118 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 1,118 client accounts, 42% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Epg Wealth Management LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees vary depending on which services the firm provides the client. Fees billed by Epg Wealth Management LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

309 East Paces Ferry Rd Ne Ste 900
Atlanta, GA 30305

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Epg Wealth Management LLC Brokerage Details

Total Assets Under Management

$482,227,626

GA Average: $3,570,121,308
Total Number of Employees

12

GA Average: 58
Total Number of Accounts

1,118

GA Average: 1,608
Average Account Size

$431,331

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

David Jones Work History

David has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Arkadios Capital LLC

2023 - Present (1 year)

Arkadios Capital

2010 - Present (14 years)

National Life Group

2010 - 2019 (9 years)

National Financial Services Group

2010 - 2022 (12 years)

Equity Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Epg Wealth Management LLC

Mark Reffett
Atlanta, GA
Richard Artzi
Atlanta, GA
David Mcinnis
Atlanta, GA
Morgan Geiger
Atlanta, GA
David Curry
Atlanta, GA
David Jones
Atlanta, GA
Mark Thompson
Atlanta, GA
Rodolfo Rodriguez
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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