2055 Sugarloaf Circle
Suite 200
Duluth, GA 30097
Phone: 770-985-5473×102
Fax: 770-972-0534
Email: jjones@swmllc.com
Securities are offered through Osaic Wealth, Inc. , LLC, Member FINRA/SIPC.
The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which Sugarloaf Wealth Management, LLC. maintains registration.
Investment advisory services & insurance services offered through Sugarloaf Wealth Management LLC, a Registered Investment Advisor not affiliated with Osaic Wealth, Inc. or Fidelity Investments, Inc. Information associated with this website is believed to be accurate; however, Sugarloaf Wealth Management, LLC. makes no guarantee of this fact, and Sugarloaf Wealth Management, LLC has no control over the accuracy of websites found through the links within.
This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AL, CA, CO, FL, GA, HI, ID, MD, MO, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.