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Jose L Chavez Cuellar

Keystone Financial Group, Inc.

Atlanta, GA

CRD 8072918

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Employer firm

Keystone Financial Group, Inc. CRD 129301

$247M regulatory AUM 19 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • ADVISORY CONSULTING

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

Current Employers
Keystone Financial Group, Inc.

6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-30
  • GA RA
    APPROVED
    Since 2025-05-30

Branch Locations

6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • 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
Large And Gilbert Atlanta GA 08/2023 05/2025
Deloitte Atlanta GA 06/2023 08/2023
The Home Depot Atlanta GA 03/2022 06/2023
Sam'S Club Athens GA 12/2021 03/2022
Seller Accountant Athens GA 04/2021 01/2022
The University Of Georgia Athens GA 10/2020 12/2021
Student Norcross GA 01/2012 10/2020
Keystone Financial Group, Inc. Atlanta GA 05/2025 Present
  • 08/2023 → 05/2025
    Large And Gilbert
    Atlanta, GA
  • 06/2023 → 08/2023
    Deloitte
    Atlanta, GA
  • 03/2022 → 06/2023
    The Home Depot
    Atlanta, GA
  • 12/2021 → 03/2022
    Sam'S Club
    Athens, GA
  • 04/2021 → 01/2022
    Seller Accountant
    Athens, GA
  • 10/2020 → 12/2021
    The University Of Georgia
    Athens, GA
  • 01/2012 → 10/2020
    Student
    Norcross, GA
  • 05/2025 → Present
    Keystone Financial Group, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-16
  • S65 Uniform Investment Adviser Law Examination
    2025-05-16

View on SEC IAPD

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Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
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BISON WEALTH, LLC · ATLANTA, GA

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