Jackson R. Metzger

PACES FERRY WEALTH ADVISORS

ATLANTA, GA 30339

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CRD#: 7381680

Professional summary

Jackson Robert Metzger, who also goes by Jack Metzger, is a registered financial advisor currently at PACES FERRY WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jackson has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Metzger

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) 8/1/2023- GER LOFTIN WEALTH ADVISORS - DBA for LPL Business (entity for LPL business)- inv. related - at reported business location(s) 2) 08/17/2023 - GER LOFTIN WEALTH ADVISORS, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/01/2021 - 170 Hours Per Month/ 6.5 Hours During Trading - Time Spent 95% - I provide investment advisory services through GER LOFTIN WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 06/2021. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Robert Metzger'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

August 8, 2024 - Present

PACES FERRY WEALTH ADVISORS, LLC

Office #1: 2849 Paces Ferry Road Suite 660, Atlanta, GA 30339

RIA

CRD#: 300057

ATLANTA, GA

Past

August 8, 2023 - May 21, 2024

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

Past

January 18, 2023 - August 16, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

DULUTH, GA

Past

March 3, 2022 - May 13, 2024

LOFTIN WEALTH PARTNERS

RIA

CRD#: 305359

JOHNS CREEK, GA

Past

October 26, 2021 - November 11, 2022

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

DULUTH, 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".

PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA

Registered Investment Advisory firm - (1/28/2019 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
(8/8/2024)

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 66

Date: 12/28/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/26/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/16/2021

Securities Industry Essentials Examination

Current Firm

PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

2849 Paces Ferry Road Suite 660, Atlanta, GA 30339

Mailing Address

Phone number

(404) 480-5200

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

PACES FERRY WEALTH ADVISORS - BROCHURE SUPPLEMENT (3/6/2025)

Regulatory assets under management

Total Number of Accounts	648
AUM (Assets Under Management)	$ 430,008,091

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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Firm Stability Insights

Jackson R. Metzger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Robert Metzger's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

LOFTIN WEALTH PARTNERS

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Primary Firm SEC Registration

PACES FERRY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2021

Series 7TO

Date: 10/26/2021

SIE

Date: 7/16/2021

Current Firm

PACES FERRY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACES FERRY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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