John F. Oglesby

WEST PACES ADVISORS

Atlanta, GA 30327

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CRD#: 2716654

Professional summary

John F. Oglesby, who also goes by John Oglesby, is a registered financial advisor currently at WEST PACES ADVISORS, INC. located in Atlanta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Oglesby

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John F. Oglesby'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®

None

Experience

Current

January 22, 2016 - Present

WEST PACES ADVISORS, INC.

Office #1: 3284 Northside Parkway, N.w. Suite 485, Atlanta, GA 30327

RIA

CRD#: 175512

Atlanta, GA

Past

April 29, 2003 - December 7, 2006

NORTHERN TRUST BANK FSB

RIA

CRD#: 109443

ATLANTA, GA

Past

April 8, 2003 - May 20, 2003

LEGACY SOUTH INC

RIA

CRD#: 107583

ATLANTA, GA

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".

WEST PACES ADVISORS, INC.

WEST PACES ADVISORS, INC. | WEST PACES ADVISORS, LLC

CRD#: 175512 / SEC#: 801-96230

RIA

Registered Investment Advisory firm - (5/13/2015 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
(2/29/2016)

IAR

Texas
(1/22/2016)

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: 2/5/1996

Uniform Investment Adviser Law Examination

Current Firm

WEST PACES ADVISORS, INC.

WEST PACES ADVISORS, INC. | WEST PACES ADVISORS, LLC

CRD#: 175512 / SEC#: 801-96230

RIA

Registered Investment Advisory firm - (5/13/2015 Approved)

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Contact information

Main Address

3284 Northside Parkway, N.w. Suite 485, Atlanta, GA 30327

Mailing Address

Phone number

(404) 478-3030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEST PACES ADVISORS, INC. BROCHURE (2/17/2025)

Regulatory assets under management

Total Number of Accounts	815
AUM (Assets Under Management)	$ 927,912,566

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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John F. Oglesby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John F. Oglesby's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST PACES ADVISORS, INC.

NORTHERN TRUST BANK FSB

LEGACY SOUTH INC

Primary Firm SEC Registration

WEST PACES ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/1996

Current Firm

WEST PACES ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEST PACES ADVISORS, INC.

TRUST BUT VERIFY

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