John
Gjertsen

Bluesky Wealth Advisors, LLC

CRD#5184962
Investment Advisor
in Acworth, GA

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About this Advisor

John Gjertsen is a certified financial planner and chartered financial analyst in Acworth, Georgia. Currently an investment advisor with Bluesky Wealth Advisors, LLC, Gjertsen has 10 years of experience in the financial advisory industry. Gjertsen holds a Series 65 license, qualifying them as an investment advisor representative. Gjertsen can serve investors based out of California, Georgia and Texas. Over the course of their career, Gjertsen has held roles at D.L. Blain & Co., LLC, The Mather Group, Paul Comstock Partners and Bluesky Wealth Advisors, LLC. Bluesky Wealth Advisors, LLC is headquartered in Acworth, Georgia, and has three other offices in the country. As a registered advisory firm, Bluesky Wealth Advisors, LLC oversees $453 million in assets dispersed across 1,207 accounts and employs 11 staff members. The firm's total assets under management places it among the bigger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 51% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Bluesky Wealth Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses and other services. The firm may charge clients hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Acworth, GA

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Bluesky Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$453,240,307

GA Average: $3,625,019,099
Total Number of Employees

11

GA Average: 22
Total Number of Accounts

1,207

GA Average: 1,917
Average Account Size

$375,510

GA Average: $1,890,985

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Investment Advisory Services

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

John Gjertsen Work History

John has 10 years of experience.

2018 - Present (3 years)

Bluesky Wealth Advisors, LLC

2018 - 2018 (< 1 year)

The Mather Group

2018 - 2018 (< 1 year)

Paul Comstock Partners

2010 - 2017 (7 years)

D.L. Blain & Co., LLC

Disclosures

John Gjertsen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

John Gjertsen
Acworth, GA
Ayasha Jones
New Bern, NC
Soo Kim
New Bern, NC
Caroline Jones
New Bern, NC
Stephen Fletcher
New Bern, NC
Stephen Horstmann
New Bern, NC
Madeline Valente
Pleasanton, CA
Bronwyn Shone
Pleasanton, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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