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Ashlie D

Series 65

Atlanta, GA

Strategic Wealth Investment Group, LLC

Ashlie Dague is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Strategic Wealth Designers, Tel Aviv University, Grade Power Learning, Darktrace, and New York University. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Private / alternative investments Annuities
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Jason M

Series 63, Series 65, Series 66

Atlanta, GA

Strategic Wealth Investment Group, LLC

Jason Moore is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Avantax Investment Services, Legacy Capital Advisors, LPL Financial, and Putnam Investment Management. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs both internally developed and third-party model portfolios, utilizes a range of investment analysis techniques, and offers access to private placements for accredited investors.

Private / alternative investments Annuities
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