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Tyler James Verst

Journey Advisory Group, LLC

Covington, KY

CRD 7844143

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Employer firm

Journey Advisory Group, LLC CRD 171919

$1.65B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Journey Advisory Group, Llc

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-12-27
  • KY RA
    APPROVED
    Since 2023-12-27

Branch Locations

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • 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
Journey Advisory Group Covington KY 11/2023 Present
Great American Insurance Company Cincinnati OH 11/2021 11/2023
American Financial Group Cincinnati OH 11/2017 11/2021
General Cable Corporation Highland Heights KY 06/2013 11/2017
  • 11/2023 → Present
    Journey Advisory Group
    Covington, KY
  • 11/2021 → 11/2023
    Great American Insurance Company
    Cincinnati, OH
  • 11/2017 → 11/2021
    American Financial Group
    Cincinnati, OH
  • 06/2013 → 11/2017
    General Cable Corporation
    Highland Heights, KY
Other Businesses

Tyler J Verst CPA LLC Not investment related Tax Prep services 1-5 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18

View on SEC IAPD

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