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Jacqueline Jerri Hewett

Jacqueline J. Hewett

IFG ADVISORY
Atlanta, GA 30338
Some features on this profile are disabled
CRD#: 2517729
Jacqueline Jerri Hewett

Professional summary

Jacqueline Jerri Hewett, CFP®, who also goes by Jerri Hewett, J Jerri Huffman, Jacqueline Huffman, is a registered financial advisor currently at IFG ADVISORY, LLC located in Atlanta, Georgia and LPL FINANCIAL LLC located in Key Largo, Florida.

Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jacqueline has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jerri Hewett | J Jerri Huffman | Jacqueline Huffman

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.
1.WEALTH HORIZON, INC.-INDEPENDENT INSURANCE AGENT 2. 02/11/2014 - DBA ONLY - INTEGRATED FINANCIAL GROUP - DULUTH, GA 3. 02/12/2014 - IFG ADVISORY, LLC - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) IFG ADVISORY, LLC - COMPREHENSIVE FINANCIAL PLANS FOR FLAT FEE AND HOURLY PLANNING ADVICE. INVESTMENT ADVICE AND PORTFOLIO MANAGEMENT FOR A PERCENTAGE OF ASSETS UNDER MANAGEMENT. - TIME SPENT 90% - DULUTH, GA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Jerri Hewett's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 1998

Experience

Current

February 11, 2014 - Present

IFG ADVISORY, LLC

Office #1: 200 Ashford Center North Suite 400, Atlanta, GA 30338
RIA
CRD#: 168012
Atlanta, GA
Current

July 10, 1997 - Present

LPL FINANCIAL LLC

RIA
BD
CRD#: 6413
KEY LARGO, FL
Past

July 24, 2025 - September 10, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
CASHIERS, NC
Past

February 11, 2014 - August 28, 2014

IFG ADVISORY, LLC

RIA
CRD#: 168012
ATLANTA, GA
Past

June 27, 2001 - October 28, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
CASHIERS, NC
Past

October 12, 1995 - July 14, 1997

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

August 31, 1994 - October 19, 1995

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

August 31, 1994 - October 19, 1995

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN

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".
IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | NATCHEZ WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT

CRD#: 168012 / SEC#: 801-80184

RIA
Registered Investment Advisory firm - (8/15/2014 Approved)
Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/8/2018)
RR
California
(8/7/2015)
RR
Colorado
(7/27/2023)
RR
District of Columbia
(8/26/2024)
RR
Florida
(7/10/1997)
IAR
Florida
(10/2/2023)
RR
Georgia
(7/10/1997)
IAR
Georgia
(2/11/2014)
RR
Illinois
(9/26/2024)
RR
Indiana
(5/25/2018)
RR
Kentucky
(8/31/2020)
RR
Michigan
(5/22/2014)
RR
New Jersey
(4/26/2018)
RR
North Carolina
(7/10/1997)
IAR
North Carolina
(8/17/2023)
RR
Ohio
(1/3/2019)
RR
Pennsylvania
(5/12/2004)
RR
South Carolina
(10/13/2009)
RR
Tennessee
(6/29/1999)
RR
Texas
(6/27/2001)
RR
Virginia
(8/1/1997)
RR
Wisconsin
(6/18/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/30/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 11/10/1995
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/30/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/30/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | NATCHEZ WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT

CRD#: 168012 / SEC#: 801-80184

RIA
Registered Investment Advisory firm - (8/15/2014 Approved)
Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)
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Contact information

Main Address
200 Ashford Center North Suite 400, Atlanta, GA 30338
Mailing Address
Phone number
(770) 353-6331
Established
Firm type
Fiscal year end
# of Employees
177

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IFGA WRAP FEE PROGRAM BROCHURE (3/25/2025)
IFGA - ADV PART 2A - FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts13,464
AUM (Assets Under Management)$ 3,972,449,338

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IFG ADVISORY, LLC

CRD#: 168012Atlanta, GA 30338

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