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Member · American Wealth Advisors, LLC

Jeffrey S Stone

CRD 5454398 · Named on Form ADV at one SEC-registered adviser

At a glance

American Wealth Advisors, LLC, an SEC-registered wealth manager based in Johns Creek, GA with $120 million in regulatory assets, lists Jeffrey S Stone on its Form ADV as Member.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Darrell S. RobertsPresident; Chief Compliance Officer; Chief Investment Officer, American Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.