JV
Jon E. Van Wieren
BEAM WEALTH ADVISORS
ATLANTA, GA
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CRD#: 2260819
JV
Professional summary
Jon Eric Van Wieren, CFP®, who also goes by Jon Eric Vanwieren, is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Atlanta, Georgia.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jon has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Eric Vanwieren
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Eric Van Wieren's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 17, 2024 - Present
BEAM WEALTH ADVISORS, INC.
Office #2: 7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328RIA
CRD#: 109867
ATLANTA, GA
Past
August 5, 2021 - June 17, 2024
BENEDETTI, GUCER & ASSOCIATES
RIA
CRD#: 166911
ATLANTA, GA
Past
March 17, 2008 - July 30, 2010
VAN WIEREN FINANCIAL GROUP, INC.
RIA
CRD#: 146295
ATLANTA, GA
Past
February 13, 2006 - March 27, 2008
CPC ADVISORS, LLC
RIA
CRD#: 111025
ATLANTA, GA
Past
February 1, 2006 - February 3, 2006
LAKE STREET ADVISORS, LLC
RIA
CRD#: 125471
PORTSMOUTH, NH
Past
January 18, 2006 - February 25, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ATLANTA, GA
Past
June 7, 2004 - December 31, 2005
VAN WIEREN FINANCIAL GROUP, INC.
RIA
CRD#: 130134
MARIETTA, GA
Past
April 7, 2003 - March 16, 2006
HENSSLER FINANCIAL
RIA
CRD#: 104545
MARIETTA, GA
Past
March 6, 2003 - March 30, 2004
CITCO MUTUAL FUND DISTRIBUTORS, INC.
BD
CRD#: 41920
MALVERN, PA
Past
June 12, 1998 - July 12, 2002
INCAP SECURITIES, INC.
BD
CRD#: 25401
BALTIMORE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
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Contact information
Main Address
72096 Ramos Avenue Suite D, Covington, LA 70433
Mailing Address
Phone number
(985) 893-1440
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,006 |
| AUM (Assets Under Management) | $ 1,314,316,357 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
