JS
CFP
JS
CFP

John Lowrey Stone

10 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA, 30339-6401

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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 ActivitiesSells Insurance

John is an agent for Forge Consulting LLC, an insurance agency and parent company of Advocacy Wealth Management, since 2010. He dedicates a few hours per week to servicing and placing insurance products.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
June 2015 - Present · 10 yrs 8 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.