FIND A MEZZO, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 339200
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for MEZZO, INC. Comes From
Understanding the Statistics for MEZZO, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
75 14th St., Ne, Suite 2800, Atlanta, GA 30309
Mailing Address
75 14th St., Ne, Suite 2800, Atlanta, GA 30309
Firm Size
Small
Phone Number
(404) 574-5745
Established
Georgia since 10/02/2025
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at MEZZO, INC.
GJ
Gerald Michael Jevic
IAR
RR
CRD#: 1302928
Location:
Haddon Township, NJ 08108
Company:
OPPENHEIMER & CO. INC.
Disclosures:
Experience:
41 years
Stephen Derek Johnson
IAR
CRD#: 1238003
Location:
Roswell, GA 30075
Company:
GREAT BAY WEALTH MANAGEMENT
Disclosures:
Experience:
42 years
Jeremy W Clark
IAR
RR
CRD#: 6873944
Location:
Springfield, MO 65804
Company:
PFS INVESTMENTS INC.
Disclosures:
Experience:
8 years
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