Andrew Jacob Avera
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Risk Management & Insurance
- Tax Planning
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Investment Management
- Cashflow & Budgeting
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...
Other Aliases
Andrew Avera
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
Contact Information
Main Address
300 Colonial Center Parkway Suite 100, Roswell, GA 30076Phone Number
(678) 331-7900# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
412AUM (Assets Under Management)
$250,267,449Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
State Registrations and Notice Filings
(11/17/2017)
(7/11/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Jacob Avera's CRS (Customer Relationship Summary).
Services Offered by Andrew
- Risk Management & Insurance
- Tax Planning
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Investment Management
- Cashflow & Budgeting
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