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WT

William B. Thacker

BALENTINE
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 6696112
WT

Professional summary

William B. Thacker, who also goes by William Bradley Thaacker, William Bradley Thacker, William Thacker, is a registered financial advisor currently at BALENTINE located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Bradley Thaacker | William Bradley Thacker | William Thacker

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.
Effective 8/7/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William B. Thacker'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

June 25, 2025 - Present

BALENTINE

Office #1: 3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326
RIA
CRD#: 152511
Atlanta, GA
Past

August 11, 2023 - May 18, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW YORK, NY
Past

August 11, 2023 - May 18, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 25, 2019 - August 2, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

June 24, 2019 - August 2, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 28, 2017 - July 28, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
ATLANTA, GA
Past

March 13, 2017 - July 28, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
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".
BA
BALENTINE
BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA
Registered Investment Advisory firm - (12/14/2009 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
(6/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/28/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2017
General Securities Representative Examination

Current Firm

BA
BALENTINE
BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA
Registered Investment Advisory firm - (12/14/2009 Approved)
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Contact information

Main Address
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326
Mailing Address
Phone number
(404) 537-4800
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BALENTINE FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,796
AUM (Assets Under Management)$ 5,295,516,500

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

BALENTINE

CRD#: 152511Atlanta, GA 30326

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