John Lowrey Stone

Employer firm

Advocacy Wealth Management, LLC CRD 141943

$3.24B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Advocacy Wealth Management
  Atlanta, GA

Other Businesses

Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 9/2010, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.

Designations

• Certified Financial Planner

Other Names

• John Stone