Advisor at EPG Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
EPG Wealth Management LLC
Location
Atlanta, GA 30305
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
David Jones is a CFP® with 21 years of industry experience, currently serving as an advisor at EPG Wealth Management LLC in Atlanta, GA. His prior experience includes roles at Arkadios Capital, Equity Services, Inc., National Life Group, and National Financial Services Group. He is also CEO of Shepherd Financial Partners, Inc., a holding company for his business activities, and serves as trustee for a family trust involving a privately held company. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans to provide portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans and typically manages accounts on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis, as well as alternative investments for qualified investors.
Based on EPG Wealth Management LLC
Based on EPG Wealth Management LLC
Fixed agreed upon rates for financial planning services (varies per client and task)
$0 - $500,000: 1.50% annually $500,001 - $2,500,000: 1.25% annually $2,500,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Brokerage commissions and fees from securities transactions, including potential fees from IPOs and secondary offerings via Arkadios Capital
Financial planning hourly rates from $175 to $500 per hour
Account minimum: $500,000 Minimum fee: Minimum monthly fee of $10.42 for clients at NFS Fee-only: Financial planning fees charged hourly ranging from $175 to $500 per hour; or fixed agreed upon rate (varies by task)
309 East Paces Ferry Rd Ne, Ste 900
Atlanta, GA 30305
Florida · Georgia · Texas
Arkadios Capital
2023 - Present (3 years)
EPG Wealth Management LLC.
2023 - Present (3 years)
Equity Services, inc.
2010 - 2022 (12 years)
National Life Group
2010 - Present (16 years)
National Financial Services Group
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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