Jeffrey Riblet
Jeffrey Riblet is a CFP, ChFC-designated registered investment advisor at Asset Protection Group, LLC, based in Ellijay, GA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 37 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Protection Group manages investment accounts for a percentage of the value of your portfolio. The annual fee is negotiable and ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly.
Location
Ellijay, GA
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Jeffrey works as a personal financial counselor for MHN Government Services, providing financial information to military personnel. The hours per month vary and the work is performed on weekends.
Employment History
Current Registrations
Asset Protection Group, LLC
Previous Registrations
Invest Financial Corporation
Reliance Securities, LLC
Reliance Capital Advisors, INC.
Linsco/private Ledger CORP.
American Express Financial Advisors, INC.
State Registrations1 state
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.