JE
JE

Joseph Gerald Ezernack

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
297 clients
Average Client Portfolio
$742K average
Assets Under Management
$220.4M

Fee Structure

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Location

1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677

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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

Joseph is the Managing Member and sole owner of VIA Management, LLC, which manages two pooled investment vehicles, since February 2020. He spends minimal time on this investment-related business.

Employment History
Current Registrations
Trademark Capital Management INC.
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Trademark Capital Management INC
April 2011 - September 2015 · 4 yrs 5 mos
Athens Capital Group, LLC
March 2007 - April 2011 · 4 yrs 1 mo
Personal Mutual Fund Management
February 2003 - September 2006 · 3 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Joseph Gerald Ezernack - Financial Advisor | TrueAdvisor