Jackson
Metzger

Ger Loftin Wealth Advisors, LLC

CRD#7381680
Investment Advisor
in Duluth, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jackson Metzger is a financial advisor operating in Duluth, Georgia with a total of 1 year of relevant experience. Metzger currently works for Ger Loftin Wealth Advisors, LLC. Their career trajectory has included roles at Sewanee: The University Of The South, N3L Capital Partners, Kinnucans Specialty Outfitters, Gerloftin Wealth Advisors, Vector Marketing and United Planners Financial Services. Metzger holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Ger Loftin Wealth Advisors, LLC is an advisory firm operating out of Duluth, GA. It has $204 million in total assets among its 1,100 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,100 customer accounts, 26% are associated with high-net-worth investors who have at least $1 million in assets. Ger Loftin Wealth Advisors, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on which service is offered. However, fee types billed by Ger Loftin Wealth Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6470 E Johns Crossing Suite 230
Duluth, GA 30097

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ger Loftin Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$203,574,641

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

6

GA Average: 58
Total Number of Accounts

1,100

GA Average: 1,608
Average Account Size

$185,068

GA Average: $2,220,225

Investment Advisory Services

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

Jackson Metzger Work History

Jackson has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gerloftin Wealth Advisors

2021 - Present (3 years)

Gerloftin Wealth Advisors

2021 - Present (3 years)

United Planners Financial Services

2020 - 2020 (< 1 year)

N3L Capital Partners

2017 - 2021 (4 years)

Sewanee: The University Of The South

2017 - 2018 (1 year)

Vector Marketing

2015 - 2016 (1 year)

Kinnucans Specialty Outfitters

*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 Jackson Metzger 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 Ger Loftin Wealth Advisors, LLC

Jackson Metzger
Duluth, GA
James Loftin
Duluth, GA
Keir Pienaar
Duluth, GA
David Harvey
Duluth, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started