Jeffrey T. Shaver

34 FINANCIAL

ATLANTA, GA 30305

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CRD#: 2675592

Professional summary

Jeffrey Tyler Shaver is a registered financial advisor currently at 34 FINANCIAL, LLC located in Atlanta, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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)ACG DIVERSIFIED LLC;NOT INVESTMENT RELATED;3333 PIEDMONT RD NE,SUITE 2010,ATLANTA,GA 30305;HOLDING COMPANY FOR REAL ESTATE;OWNER/EQUAL PARTNER;1/15/2014;1 HR/MONTH;0 HRS DURING TRADING;N/A 2)ACG INVESTMENTS MANAGEMENT LLC;INVESTMENT RELATED;3333 PIEDMONT ROAD NE,SUITE 2010,ATLANTA,GA 30305;MANAGING MEMBER OF INVESTMENT COMPANY PLUS INVESTMENT HOLDING CO;MEMBER;1/22/2015;0 HRS/MONTH;0 HRS DURING TRADING;PASSIVE INVESTOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Tyler Shaver'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®

None

Experience

Current

January 4, 2024 - Present

34 FINANCIAL, LLC

Office #1: 2827 Peachtree Rd Suite 620, Atlanta, GA 30305

RIA

CRD#: 329383

ATLANTA, GA

Past

June 30, 2022 - April 28, 2023

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Atlanta, GA

Past

March 21, 2017 - March 25, 2022

ARKADIOS CAPITAL

CRD#: 282710

Atlanta, GA

Past

July 7, 2009 - December 16, 2022

ACG WEALTH INC.

RIA

CRD#: 150419

ATLANTA, GA

Past

May 20, 2009 - August 4, 2009

TRIAD ADVISORS LLC

RIA

CRD#: 25803

ATLANTA, GA

Past

May 20, 2009 - April 4, 2017

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

April 14, 2005 - May 27, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

ATLANTA, GA

Past

October 28, 2004 - May 27, 2009

LPL FINANCIAL LLC

CRD#: 6413

ATLANTA, GA

Past

May 15, 2002 - November 1, 2004

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

December 18, 2000 - May 6, 2002

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

October 13, 1999 - December 22, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

August 21, 1998 - October 12, 1999

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

ATLANTA, GA

Past

January 25, 1996 - September 23, 1998

ARGENT SECURITIES, INC.

CRD#: 15297

ATLANTA, GA

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
(1/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/12/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/23/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/24/1996

General Securities Representative Examination

Current Firm

34 FINANCIAL, LLC

34 FINANCIAL, LLC | TRG WEALTH MANAGEMENT | JNJ ADVISORS, LLC

CRD#: 329383 / SEC#:

Georgia

Registered Investment Advisory firm - (1/4/2024 Approved)

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Contact information

Main Address

2827 Peachtree Rd Suite 620, Atlanta, GA 30305

Mailing Address

Phone number

(404) 383-2100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Jeffrey T. Shaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Tyler Shaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

ARKADIOS CAPITAL

ACG WEALTH INC.

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN KEEGAN & COMPANY, LLC

A. G. EDWARDS & SONS, INC.

J.P. TURNER & COMPANY, L.L.C.

ARGENT SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2005

Series 63

Date: 2/1/1996

SIE

Date: 10/1/2018

Series 31

Date: 9/23/2005

Series 7

Date: 1/24/1996

Current Firm

34 FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

34 FINANCIAL, LLC

TRUST BUT VERIFY

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