John B. Gjertsen
BLUESKY WEALTH ADVISORS
Acworth, GA
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CRD#: 5184962
Professional summary
John Benjamin Gjertsen, CFA, CFP® is a registered financial advisor currently at BLUESKY WEALTH ADVISORS, LLC located in Acworth, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
There’s a lot of minutiae and complexity surrounding capital markets, the tax code, the legal system, and myriad other things we navigate all the time for our clients. It’s a great feeling to research and solve problems for clients so they can remain focused on their life goals while we’re working on the details.
We like to challenge many of our clients to think outside of their status quo and develop a vision for their life and legacy. Our recommendations can involve taking fairly significant actions (i.e., buying or selling real estate), but all recommendations revolve around a customized vision of their future that we’ve helped our clients imagine.
Question & Answer
What are your service offerings?
Social Security Planning
Retirement Planning
Insurance Planning
Tax Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Benjamin Gjertsen'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®
Start date: 2009
Experience
Current
September 19, 2018 - Present
BLUESKY WEALTH ADVISORS, LLC
RIA
CRD#: 116760
Acworth, GA
Past
May 23, 2018 - July 23, 2018
PAUL COMSTOCK PARTNERS
RIA
CRD#: 105335
Houston, TX
Past
April 19, 2010 - December 15, 2017
BLUESKY WEALTH ADVISORS, LLC
RIA
CRD#: 116760
NEW BERN, NC
Past
January 4, 2008 - April 5, 2010
STEADFAST FINANCIAL SERVICES
RIA
CRD#: 115145
ALTAMONTE SPRINGS, FL
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".
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLUESKY WEALTH ADVISORS LEGACY, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 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.Highlighted states indicate IAR registrations
IAR
Georgia(9/19/2018)
IAR
Texas(10/26/2018)
Current Firm
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLUESKY WEALTH ADVISORS LEGACY, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2131 S Glenburnie Road Suite 8, New Bern, NC 28562
Mailing Address
Phone number
(252) 633-0107
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,608 |
| AUM (Assets Under Management) | $ 849,834,692 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 07/26/2024 | ||
| 07/28/2023 |
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.
