Peter David Flemming

Employer firm

Afs Wealth Management LLC CRD 335290

$25.1M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2015 → Present
  Acuff Financial
  Loganville, GA
• 08/2024 → 05/2025
  Avantax Investment Services, Inc.
  Loganville, GA
• 08/2024 → 05/2025
  Avantax Advisory Services
  Loganville, GA
• 03/2025 → Present
  Afs Wealth Management Llc
  Watkinsville, GA

Previous Registrations

• 2024-10-18 → 2025-05-06
  Avantax Advisory Services
  Dallas, TX
  Loganville, GA

Other Businesses

1) JCE FARMS LLC POSITION: Member NATURE: We grow and sell blueberry's on bushes located on the property and sell chicken eggs from chickens we raise on the property. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2021 ADDRESS: 5320 Hog Mountain Rd, Bogart GA 30622, United States DESCRIPTION: track income and expenses for selling blueberries and chicken eggs. Collect eggs and blueberries. Package eggs and blueberries for sale. 2) JCE MANAGEMENT LLC POSITION: Member NATURE: Rental Company that owns two buildings for Acuff Financial Services to operate in. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 5320 Hog Mountain Rd, Bogart GA 30622, United States DESCRIPTION: Rental management includes maintenance and upkeep. Track income and expenses. 3) ACUFF FINANCIAL POSITION: President NATURE: Tax, payroll, and accounting office INVESTMENT RELATED: No NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2015 ADDRESS: 1920 Highway 81, Loganville GA 30052, United States DESCRIPTION: management, consulting, tax accountant, payroll, and training 4) AFS INVESTMENTS LLC POSITION: Sole Member NATURE: Not active, held for potential future use INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2021 ADDRESS: 3651 Mars Hill Rd STE 700 Watkinsville GA 30677 DESCRIPTION: Not active, held for potential future use 5) AFS INSURANCE LLC POSITION: Sole Member NATURE: Outside Insurance sales- Life and accident/sickness insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/06/2025 ADDRESS: 3651 Mars Hill Rd STE 700 Watkinsville GA 30677 DESCRIPTION: LLC formed to sell Life and accident/sickness insurance 6) AFS Accounting and Tax LLC. POSITION: Sole Member NATURE: Not active, held for potential future use INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2025 ADDRESS: 3651 Mars Hill Rd STE 700, Watkinsville GA 30677, United States 7) JCE2 Property Services LLC. POSITION: Sole Member NATURE: Not active, held for potential future use INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2026 ADDRESS: 3651 Mars Hill Rd STE 700, Watkinsville GA 30677, United States

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-08
• S65 Uniform Investment Adviser Law Examination
  2024-10-17

Other Names

• Pete Flemming