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Joseph Paul Giambrone

Jpg Wealth Management, LLC

Marietta, GA

CRD 6306649

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Employer firm

Jpg Wealth Management, LLC CRD 174818

$7.20M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • 401(K) PLAN CONSULTING SERVICES

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

Current Employers
Jpg Wealth Management, Llc

Atlanta St. Se Suite 409, Marietta, GA 30060 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2016-05-26
GA RA APPROVED 2015-04-15
  • AL RA
    APPROVED
    Since 2016-05-26
  • GA RA
    APPROVED
    Since 2015-04-15

Branch Locations

Atlanta St. Se Suite 409, Marietta, GA 30060 • 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
Jpg Wealth Management, Llc Atlanta GA 01/2015 Present
Previous Registrations
Other Businesses

MR. GIAMBRONE IS AN ATTORNEY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-27
  • S66 Uniform Combined State Law Examination
    2014-05-27
Other Names
  • Jake Giambrone

View on SEC IAPD

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