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Jennifer Paige Bachelor

Hb Wealth

Alpharetta, GA

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-11-08
  • GA RA
    APPROVED
    Since 2021-11-08

Branch Locations

2475 Northwinds Parkway Suite 100, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Financial Consulting, Llc Atlanta GA 09/2006 01/2018
Homrich Berg Atlanta GA 01/2018 Present
  • 09/2006 → 01/2018
    Compass Financial Consulting, Llc
    Atlanta, GA
  • 01/2018 → Present
    Homrich Berg
    Atlanta, GA
Previous Registrations
  • 2018-01-10 → 2021-11-16
    Homrich Berg
    Atlanta, GA
  • 2007-07-06 → 2018-01-29
    Compass Financial Consulting, Llc
    Atlanta, GA
  • 2003-04-08 → 2018-01-03
    Henssler Financial
    Marietta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-09-26
  • S63 Uniform Securities Agent State Law Examination
    2005-09-26
Designations
Other Names
  • Jennifer Paige Lawson

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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