John M. Ralls

A&M PRIVATE WEALTH PARTNERS

ATLANTA, GA 30326

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CRD#: 6224742

Professional summary

John Mckenzie Ralls JR, who also goes by John Mckenzie Ralls, is a registered financial advisor currently at A&M PRIVATE WEALTH PARTNERS, LLC located in Atlanta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Mckenzie Ralls

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 Mckenzie Ralls JR'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

December 5, 2024 - Present

A&M PRIVATE WEALTH PARTNERS, LLC

Office #1: 3424 Peachtree Rd Ne #1500, Atlanta, GA 30326

RIA

CRD#: 331478

ATLANTA, GA

Past

May 28, 2024 - September 13, 2024

WILLIAM BLAIR

RIA

CRD#: 1252

ATLANTA, GA

Past

March 25, 2024 - September 13, 2024

WILLIAM BLAIR

CRD#: 1252

ATLANTA, GA

Past

July 29, 2015 - March 29, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ATLANTA, GA

Past

August 22, 2013 - April 16, 2015

PAYDEN & RYGEL DISTRIBUTORS

CRD#: 29868

LOS ANGELES, CA

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".

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 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
(12/5/2024)

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: 5/23/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/22/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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Contact information

Main Address

300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 268-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMPWM FORM ADV PART 2A BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 1,566,202,969

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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Advisor Monitoring

Firm Stability Insights

John M. Ralls

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mckenzie Ralls JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM BLAIR

WILLIAM BLAIR

FIDELITY BROKERAGE SERVICES LLC

PAYDEN & RYGEL DISTRIBUTORS

Primary Firm SEC Registration

A&M PRIVATE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/23/2024

Series 63

Date: 7/31/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2015

Series 6

Date: 8/22/2013

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A&M PRIVATE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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