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JB

Joseph B. Black

BUTLERJEFFREY
Atlanta, GA 30350
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CRD#: 5227885
JB

Professional summary


Joseph Butler Black JR, who also goes by Joe Butler Black Jr, Joseph Butler Black, is a registered financial advisor currently at BUTLERJEFFREY, LLC located in Atlanta, Georgia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joseph has worked at 2 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joe Butler Black Jr | Joseph Butler Black

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) JOE BLACK POSITION: Agent NATURE: Insurance - Fixed Annuities; Life/Health; Long-Term Care; Disability INVESTMENT RELATED: NO; TIME EXPENDITURE: 50 % of work week ADDRESS: 4243 Dunwoody Club Drive, Suite 212, Atlanta GA 30350, United States DESCRIPTION: Sales and service of insurance

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joseph Butler Black JR'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

October 9, 2017 - Present

BUTLERJEFFREY, LLC

Office #1: 4243 Dunwoody Club Drive Suite 212, Atlanta, GA 30350
RIA
CRD#: 290388
Atlanta, GA
Past

July 16, 2007 - September 25, 2017

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
ATLANTA, GA
Past

October 26, 2006 - September 25, 2017

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
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
(10/16/2017)
IAR
Texas
(10/9/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/4/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/12/2008
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


BL
BUTLERJEFFREY, LLC
BUTLER JEFFREY, LLC | BUTLERJEFFREY, LLC

CRD#: 290388 / SEC#:

Georgia
Registered Investment Advisory firm - (10/16/2017 Approved)
Texas
Registered Investment Advisory firm - (10/5/2017 Conditional Restricted)
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Contact information


Main Address
6400 Powers Ferry Rd Nw Suite 374, Atlanta, GA 30339
Mailing Address
Phone number
(404) 369-0282
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts78
AUM (Assets Under Management)$ 23,140,717

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


BUTLERJEFFREY, LLC

CRD#: 290388Atlanta, GA 30350

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