Jeffrey J. Call

BT FINANCIAL SERVICES LLC

Atlanta, GA 30339

Some features on this profile are disabled

CRD#: 4652067

Professional summary

Jeffrey Joseph Call, CFP® is a registered financial advisor currently at BT FINANCIAL SERVICES LLC located in Atlanta, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 4 firms and has passed the Series 65 exam.

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.

Jeffrey Call is a Managing Partner Elect with Bennett Thrasher LLP, a Public Accounting Firm. He also serves on the Investment Committee for BT Wealth Management, LLC, a Registered Investment Advisory Firm. Mr. Call spends approximately 90 percent of his time on these other matters.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Call'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

September 14, 2022 - Present

BT FINANCIAL SERVICES LLC

Office #1: 3300 Riverwood Parkway Suite 700, Atlanta, GA 30339

RIA

CRD#: 322709

Atlanta, GA

Past

April 30, 2009 - July 28, 2022

BT WEALTH MANAGEMENT, LLC

RIA

CRD#: 147729

ATLANTA, GA

Past

January 24, 2006 - December 31, 2010

CPADVISORS, LLC

RIA

CRD#: 121569

ATLANTA, GA

Past

January 14, 2005 - December 31, 2005

CPADVISORS, LLC

RIA

CRD#: 121569

ATLANTA, GA

Past

July 23, 2003 - December 4, 2009

BTADVISORS, LLC

RIA

CRD#: 126243

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
(9/14/2022)

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: 12/20/1999

Uniform Investment Adviser Law Examination

Current Firm

BT FINANCIAL SERVICES LLC

CRD#: 322709 / SEC#:

Georgia

Registered Investment Advisory firm - (9/14/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3300 Riverwood Parkway Suite 700, Atlanta, GA 30339

Mailing Address

Phone number

(770) 396-2200

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey J. Call

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Call's CRS (Customer Relationship Summary).

Certified licenses

Experience

BT FINANCIAL SERVICES LLC

BT WEALTH MANAGEMENT, LLC

CPADVISORS, LLC

CPADVISORS, LLC

BTADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Current Firm

BT FINANCIAL SERVICES LLC

Contact information

Documents

Red Flags

Company Information

BT FINANCIAL SERVICES LLC

TRUST BUT VERIFY

Similar Advisors