John
Gjertsen
Bluesky Wealth Advisors, LLC
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About this Advisor
John Gjertsen is a certified financial planner and chartered financial analyst operating out of Acworth, Georgia with 5 years of industry experience. Gjertsen is an employee of Bluesky Wealth Advisors, LLC. Gjertsen has gained experience at D.L. Blain & Co., LLC, The Mather Group, Paul Comstock Partners and Bluesky Wealth Advisors, LLC. Gjertsen has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Georgia, North Carolina and Texas. Bluesky Wealth Advisors, LLC is an advisory business based out of New Bern, NC. The investment advisory business has offices in seven locations and a total of 18 advisors. It has $612 million in assets under management across its 1,474 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,474 customer accounts, 54% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually depend on which service is offered. However, fees charged by Bluesky Wealth Advisors, LLC may include hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluesky Wealth Advisors, LLC Brokerage Details
$612,430,755
18
1,474
$415,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
John Gjertsen Work History
John has been registered as a financial advisor for 5 years.*
Bluesky Wealth Advisors, LLC
The Mather Group
Paul Comstock Partners
D.L. Blain & Co., LLC
*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 John Gjertsen 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 Bluesky Wealth Advisors, LLC
New Bern, NC
West Richland, WA
Moultrie, GA
New Bern, NC
New Bern, NC
New Bern, NC
Acworth, GA
New Bern, NC
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.
