Jack Eason
Advisor at Georgia Advisory Group LLC — Alpharetta, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Alpharetta, GA 30009-3213
Georgia Advisory Group LLC
Supported
Total advisors
3Clients per advisor
95 Very HighAvg AUM per client
$410,526 LowHNW client ratio
0% Very LowJack Eason is a financial advisor at Georgia Advisory Group LLC and holds a Series 65 designation. He has five years of experience working with the Department of Defense - Army since 2021. Prior to that, he completed full-time education at the United States Military Academy and New Berlin High School. Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm follows a long-term, fundamentals-based approach focused on diversification, asset allocation, and risk management.
Based on Georgia Advisory Group LLC
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001+: 1.25%
Insurance products may be offered on a fee or commission basis, disclosed in advance
Account minimum: $100,000 (negotiable and may be waived) Fee-only: Fee-only investment management (no commissions for advisory services)
Alpharetta, GA
2440 Old Milton Pkwy Suite 200
Alpharetta GA 30009-3213
Advisors at this office
3
Georgia
< 1 year of industry experience
Department of Defense - Army
2021 - Present • 5 years
Savannah, GA
Full-Time Education - United States Military Academy
2017 - 2021 • 4 years
West Point, NY
Full-Time Education - New Berlin High School
2013 - 2017 • 4 years
New Berlin, IL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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