Jeffrey Stone is not listed as a control person, but directly owns between 10% and 25% of American Wealth Advisors.
American Wealth Advisors is an investment adviser based in Johns Creek, GA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $120 million, as filed on 17 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5454398
- Firm
- American Wealth Advisors · CRD 145791
- Role
- Member
- In role since
- December 2007 · 18 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Johns Creek, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Stone work?
Jeffrey Stone has held the title Member at American Wealth Advisors, LLC since December 2007.
How can I verify Jeffrey Stone’s record?
Jeffrey Stone’s role is listed on American Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 145791.
