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John Alan Cory

Advisor at Asset Accumulation,Protection,Preservation And Transfer, Llc — Blue Ridge, GA

Updated today

Credentials

Series 63, Series 65

Experience

41 years

Location

Blue Ridge, GA

About

John Cory is the principal of Asset Accumulation, Protection, Preservation and Transfer, LLC, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including prior work at Dempsey Lord Smith, LLC. In addition to his advisory work, he practices as a certified public accountant and attorney, and holds life, health, and annuity insurance licenses. The firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, utilizing wrap-fee manager of managers programs along with specialized services such as family limited partnership valuations and conservation easement facilitation. Its investment approach emphasizes asset allocation, portfolio construction, and third-party manager selection, typically operating in a non-discretionary capacity where clients approve all recommendations.

Client services

Based on Asset Accumulation,Protection,Preservation And Transfer, Llc

Financial planning Portfolio management Selection of other advisers Valuation services (discounts)

Expertise

Based on Asset Accumulation,Protection,Preservation And Transfer, Llc

Wealth management Tax-loss harvesting Long-term care insurance Disability insurance

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Fee options

Percentage

$0 - $999,999: 0.8% $1,000,000+: 0.5%

Project-based

$250 per hour (or as agreed upon) for financial planning advisory services

Other

Account minimum: $1,000,000

Location

Blue Ridge, GA

Blue Ridge GA

Advisors at this office

1

Most active in

Georgia

Work history

41 years of industry experience

Dempsey Lord Smith, LLC

2015 - 2019 • 4 years

Rome, GA

Asset Accumulation Protection Preservation and Transfer, LLC

1999 - Present • 27 years

Blue Ridge, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jeffrey R

CFP®, ChFC®, Series 63

Ellijay, GA

Asset Protection Group, LLC

Jeffrey Riblet is a CFP® and ChFC® with 23 years of industry experience, currently serving as the sole advisor at Asset Protection Group, LLC since 2010. His prior experience includes roles at Invest Financial Corporation, Ameriprise, and United Community Insurance Services. He also provides financial counseling to military personnel on benefits, cash flow, and debt reduction through a separate personal financial counselor role. Asset Protection Group, LLC is a small independent advisory firm managing approximately $8.2 million for around 37 clients. The firm offers discretionary portfolio management and comprehensive financial planning to both high-net-worth and non-HNW individuals, as well as pension plans, trusts, and other entities, primarily using fundamental analysis and modern portfolio theory to manage risk.

Wealth management General tax planning General retirement planning General estate planning guidance Life insurance needs analysis
user avatar

Ian M

Series 63, Series 66

Blue Ridge, GA

Swords Capital Management, LLC

Ian Mayville is the principal advisor at Swords Capital Management, LLC, an independent firm based in Blue Ridge, GA. He holds Series 63 and Series 66 licenses and has 29 years of experience in the financial industry, including a long tenure at LPL Financial. Ian launched Swords Capital Management in 2024 to provide independent advisory services. Swords Capital Management offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm manages approximately $47 million in assets and employs a discretionary approach that incorporates cyclical and fundamental analysis alongside modern portfolio theory, with portfolios typically emphasizing equity ETFs, individual equities, and a range of alternative strategies.

Options & derivatives strategies Tax-loss harvesting Annuities
user avatar

Gregory F

ChFC®, Series 63, Series 65

Ellijay, GA

ValMark Advisers, Inc.

Gregory Freeman is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including roles at Kestra Advisory and Kestra Investment Services, LLC. Freeman is also president of AdvisorServe, a consulting business focused on developing relationships to generate insurance sales. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Clifford S

Series 63, Series 66

Blue Ridge, GA

CL Wealth Management LLC

Clifford Shirah is a financial advisor at CL Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cabot Lodge Securities, SB Advisory, LLC, IFS Securities, Inc., and ProEquities, Inc. Outside of his advisory work, he serves as treasurer for the FCHS Dugout Club, a nonprofit booster organization supporting a local high school baseball team. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies and a combination of fundamental and technical analysis.

Options & derivatives strategies Tax-loss harvesting Wealth management
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Jennifer C

Series 66

Blue Ridge, GA

AE Wealth Management, LLC

Jennifer Cramer is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 12 years of industry experience. She has held roles at Imagine Financial, LLC, Madison Avenue Securities, LLC, and Principal Life Insurance Company. Outside of her advisory work, she serves as operations manager for Imagine Financial, overseeing business operations and processing for securities and insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs with a focus on standardized model and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Thomas F

Series 66

Blue Ridge, GA

Edward Jones

Thomas Franklin is a financial advisor with Edward Jones in Blue Ridge, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked in various roles including a compliance officer for Appalachian Drug Court and as a deputy with the Gilmer County Sheriff's Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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