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John Benjamin Gjertsen

Bluesky Wealth Advisors, LLC

Acworth, GA

New Bern, NC

CRD 5184962

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Employer firm

Bluesky Wealth Advisors, LLC CRD 116760

$1.00B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Bluesky Wealth Advisors, Llc

2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-26
GA RA APPROVED 2018-09-19
  • TX RA
    APPROVED
    Since 2018-10-26
  • GA RA
    APPROVED
    Since 2018-09-19

Branch Locations

Acworth, GA • United States

2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • 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
D.L. Blain & Co., Llc New Bern NC 04/2010 12/2017
The Mather Group Houston TX 01/2018 04/2018
Paul Comstock Partners Houston TX 05/2018 07/2018
Bluesky Wealth Advisors, Llc New Bern NC 08/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-30
  • S65 Uniform Investment Adviser Law Examination
    2007-10-30
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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