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Jeffrey Joseph Call

Bt Financial Services LLC

Atlanta, GA

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Current Employers
Bt Financial Services Llc

3300 Riverwood Parkway Suite 700, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-14
  • GA RA
    APPROVED
    Since 2022-09-14

Branch Locations

3300 Riverwood Parkway Suite 700, Atlanta, GA 30339 • 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
Bennett Thrasher Llp Atlanta GA 01/2005 06/2022
Bt Financial Services Llc Atlanta GA 06/2022 Present
Previous Registrations
  • 2009-04-30 → 2022-07-28
    Bt Wealth Management, Llc
    Atlanta, GA
  • 2006-01-24 → 2010-12-31
    Cpadvisors, Llc
    Atlanta, GA
  • 2003-07-23 → 2009-12-04
    Btadvisors, Llc
    Atlanta, GA
  • 2005-01-14 → 2005-12-31
    Cpadvisors, Llc
    Atlanta, GA
Other Businesses

Jeffrey Call is a Managing Partner Elect with Bennett Thrasher LLP, a Public Accounting Firm. He also serves on the Investment Committee for BT Wealth Management, LLC, a Registered Investment Advisory Firm. Mr. Call spends approximately 90 percent of his time on these other matters.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
Designations

View on SEC IAPD

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