John
Oglesby
West Paces Advisors, Inc
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About this Advisor
John Oglesby is a chartered financial analyst who works in Atlanta, Georgia with a total of 7 years of industry experience. Oglesby currently works for West Paces Advisors, Inc. During their career, Oglesby has held roles at Northern Trust Bank, Fsb, West Paces Advisors, Inc and West Paces Advisors, LLC. Oglesby has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Georgia and Texas. West Paces Advisors, Inc is an advisory firm operating out of Atlanta, GA. It manages $677 million in total assets between its 655 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 655 customer accounts, 66% are held by high-net-worth individuals who have at least $1 million in assets available to invest. West Paces Advisors, Inc offers a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by West Paces Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Paces Advisors, Inc Brokerage Details
$676,505,013
8
655
$1,032,832
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Oglesby Work History
John has been registered as a financial advisor for 7 years.*
West Paces Advisors, Inc
West Paces Advisors, Inc
West Paces Advisors, LLC
Northern Trust Bank, Fsb
*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 Oglesby 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 West Paces Advisors, Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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