Andrew J. Avera
JOURNEY BEYOND WEALTH
ROSWELL, GA 30076
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CRD#: 6867563
Professional summary
Andrew Jacob Avera, CFP®, who also goes by Andrew Avera, is a registered financial advisor currently at JOURNEY BEYOND WEALTH located in Roswell, Georgia.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 1 firm .
Biography
Andy Avera is a CERTIFIED FINANCIAL PLANNER professional. He has over 17 years of experience providing comprehensive wealth management for high-net-worth clients. In 2000, he received a Bachelor of Science in Management from Georgia Institute of Technology with certificates in Finance and Economics. In 2004, he received a Master of Science in Personal Financial Planning from Georgia State University. Andy is a member of the Atlanta Estate Planning Council.
Andy is married with 2 young boys. In his spare time (limited with 2 young boys!), he enjoys playing boardgames, hiking, and watching college football and college basketball.
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Employee and Employer Plan Ben...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Estate & Generational Planning...
High Net Worth Client Needs
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Andrew Avera
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 Andrew Jacob Avera'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: 2004
Experience
Current
November 17, 2017 - Present
JOURNEY BEYOND WEALTH
Office #1: 300 Colonial Center Parkway Suite 100, Roswell, GA 30076RIA
CRD#: 290367
ROSWELL, 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".
JB
JOURNEY BEYOND WEALTH
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
CRD#: 290367 / SEC#: 801-128161
RIA
Registered Investment Advisory firm - (6/15/2023 Approved)Georgia
Registered Investment Advisory firm - (7/17/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2023 Terminated)Tennessee
Registered Investment Advisory firm - (7/10/2023 Terminated)Texas
Registered Investment Advisory firm - (7/10/2023 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(11/17/2017)
IAR
Texas(7/11/2025)
Exams
Current Firm
JB
JOURNEY BEYOND WEALTH
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
CRD#: 290367 / SEC#: 801-128161
RIA
Registered Investment Advisory firm - (6/15/2023 Approved)Georgia
Registered Investment Advisory firm - (7/17/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2023 Terminated)Tennessee
Registered Investment Advisory firm - (7/10/2023 Terminated)Texas
Registered Investment Advisory firm - (7/10/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Colonial Center Parkway Suite 100, Roswell, GA 30076
Mailing Address
Phone number
(678) 331-7900
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 226,095,412 |
Red Flags
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