Advisors at this firm
Alicyn M
Series 65
Atlanta, GA
Ajax Capital Advisors, Inc.
Alicyn Mcleod is a financial advisor at Ajax Capital Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has prior experience at Finlogic LLC and Atlanta Tax LLC, where she owns and operates a tax preparation and advisory firm. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies involving ETFs, mutual funds, bonds, and equities, guided by an individualized Investment Objective and Policy Statement and a proprietary algorithm for security selection.
Aaron A
Series 65
Atlanta, GA
Ajax Capital Advisors, Inc.
Aaron Aberson is a financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been with Ajax Capital Advisors since 2010. In addition to his advisory role, Aaron works as an independent contractor and attorney specializing in family law and civil litigation. Ajax Capital Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.
Nathan A
CFP®, Series 65
Atlanta, GA
Ajax Capital Advisors, Inc.
Nathan Aberson is a CFP® with 16 years of industry experience, serving as an advisor at Ajax Capital Advisors, Inc. since 2009. He is also the CEO of Aberson Consulting, Inc., a company engaged in online sales of consumer products. Additionally, he holds a real estate salesperson license in Georgia, which he uses occasionally to assist family and friends with real estate transactions. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.
Sarah H
Series 65
Fayetteville, AR
Ajax Capital Advisors, Inc.
Sarah Harris is a financial advisor with Ajax Capital Advisors, Inc. in Fayetteville, AR, holding a Series 65 designation and six years of industry experience. She has worked at several firms including Avantax Advisory Services and Cornerstone Wealth Management and serves as CEO of Agate CPA. Harris is also involved in tax preparation and client meetings through SE Harris Holdings, LLC dba Harris CPA & Wealth Management. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies combining fundamental and technical analysis with a proprietary algorithm, managing portfolios primarily with ETFs, mutual funds, bonds, and equities.
