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Andrew Jacob Avera

Journey Beyond Wealth

Roswell, GA

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Current Employers
Journey Beyond Wealth

300 Colonial Center Parkway Suite 100, Roswell, GA 30076 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-11
GA RA APPROVED 2017-11-17
  • TX RA
    APPROVED
    Since 2025-07-11
  • GA RA
    APPROVED
    Since 2017-11-17

Branch Locations

300 Colonial Center Parkway Suite 100, Roswell, GA 30076 • 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
Avera Wealth Advisors, Llc Marietta GA 09/2017 12/2020
Diversified Trust Company Atlanta GA 12/2002 08/2017
Avera Wealth Advisors, Llc Kennesaw GA 12/2020 12/2024
Journey Beyond Wealth, Llc Roswell GA 01/2025 Present
  • 09/2017 → 12/2020
    Avera Wealth Advisors, Llc
    Marietta, GA
  • 12/2002 → 08/2017
    Diversified Trust Company
    Atlanta, GA
  • 12/2020 → 12/2024
    Avera Wealth Advisors, Llc
    Kennesaw, GA
  • 01/2025 → Present
    Journey Beyond Wealth, Llc
    Roswell, GA
Designations
Other Names
  • Andrew Avera

View on SEC IAPD

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