JG
JG

Jacob Guevara

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacob works as a Deputy Sheriff, dedicating full-time hours to the Broward County Sheriff's Office. He is also the President of Gold Start Financial Planning, Inc. and an independent licensed insurance agent selling life, health, and variable annuities.

Employment History
Current Registrations
Bison Wealth, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Bison Wealth, LLC
February 2023 - December 2024 · 1 yr 10 mos
The Pacific Financial Group, INC.
August 2020 - December 2022 · 2 yrs 4 mos
Independent Financial Partners
March 2018 - July 2020 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.