JT
JT

Jaynell Talaber

37 Years of Experience
Atlanta, GA
Broker

Jaynell Talaber is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 37 years of industry experience. Jaynell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,640 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
8,640 clients
Average Client Portfolio
$460K average
Assets Under Management
$4.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $750K1.65%
$750K - $1.2M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Ashford Center North, Suite 400, Atlanta, GA, 30338

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jaynell operates Strong, Gaddy, Lee Wealth Management Group as a DBA for her LPL business and provides investment advisory services through IFG Advisory, LLC. She dedicates nearly full-time hours to IFG Advisory, LLC and SGL Wealth Management.

Employment History
Current Registrations
Ifg Advisory, LLC
June 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2003 - June 2017 · 14 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - June 2017 · 16 yrs 8 mos
First Union Brokerage Services, INC.Broker
October 1993 - October 2000 · 7 yrs
Bear, Stearns & CO. INC.Broker
December 1992 - September 1993 · 9 mos
R a F Financial CorporationBroker
May 1991 - December 1992 · 1 yr 7 mos
Boucher, Oehmke & CompanyBroker
July 1988 - October 1990 · 2 yrs 3 mos
State Registrations3 states
GALATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.