JT
JT

Jacob Lee Tornow

4 Years of Experience
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 Activities

Jacob is a founding member of Honeybee Holdings, LLC (real estate) since January 2021 and a founding partner of Marketing Analysis and Development, LLC since August 2020. He also serves as a UH60 (Blackhawk) Pilot in the Georgia Army National Guard since August 2016.

Employment History
Current Registrations
Bison Wealth, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Advocacy Wealth Management, LLC
February 2020 - August 2020 · 6 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.