Jeffrey Shaver has been CEO/CCO of 34 Financial since December 2023, is a control person of the firm and directly owns between 50% and 75% of it.
34 Financial, LLC is an Atlanta, GA firm with $101M under management, 90 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Jeffrey T. Shaver is Partner of TRG Wealth Management. For nearly three decades, Shaver has guided families in building, protecting and preserving their wealth. Shaver co-founded ACG Wealth, and after years of managing his own family's portfolio, that approach led to the creation of TRG Wealth Management, a boutique firm serving high-net-worth families and trusts.
Jeffrey Shaver’s longest registration was 13 years at ACG Wealth Inc. (2009–2022). Before joining 34 Financial in 2024, Jeffrey Shaver was registered through Mercer Global Advisors Inc. and ACG Wealth Inc.
- Mercer Global Advisors Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 147363
- ACG Wealth Inc.– · 13 yearsAtlanta, GA · Adviser representative · Firm CRD 150419
- Triad Advisors, Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 25803
- LPL Financial Corporation– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Jeffrey Shaver is registered as an investment adviser representative in Georgia, since January 2024.
- GeorgiaSince 4 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 23 September 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 April 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 February 1996 |
| Series 7 | General Securities Representative Examination | 24 January 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Tyler Shaver
- CRD
- 2675592
- Firm
- 34 Financial · CRD 329383
- Role
- CEO/CCO
- Office
- 2827 PEACHTREE RD, SUITE 620, Atlanta, GA 30305
- Registration
- Investment adviser registration
- In the industry since
- October 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trgwm.com
Where does Jeffrey Shaver work?
Jeffrey Shaver has been CEO/CCO of 34 Financial, LLC since December 2023, and is a control person of the firm.
Is Jeffrey Shaver a financial advisor?
Yes. Jeffrey Shaver has a current investment-adviser registration in Georgia, through 34 Financial since January 2024.
How many years of experience does Jeffrey Shaver have?
Jeffrey Shaver has 30 years in the financial industry, since October 1996, across 5 adviser firms.
What exams has Jeffrey Shaver passed?
Jeffrey Shaver has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in January 1996. FINRA credited Jeffrey Shaver with the SIE, which began in October 2018.
Where did Jeffrey Shaver work before 34 Financial?
Before 34 Financial, Jeffrey Shaver was registered through Mercer Global Advisors Inc., June 2022 to April 2023; ACG Wealth Inc., July 2009 to December 2022; Triad Advisors, Inc., May 2009 to August 2009; LPL Financial Corporation, April 2005 to May 2009.
Where is Jeffrey Shaver based?
Jeffrey Shaver’s registered office is in Atlanta, GA.
Is Jeffrey Shaver registered with FINRA?
No. Jeffrey Shaver has no current broker registration.
How can I verify Jeffrey Shaver’s record?
Search CRD 2675592 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Shaver’s full registration record.
