John Frank Bragg
Investment adviser representative at Hb Wealth
10 yearsExperience
1 stateRegistered in
CFADesignation
$30.2BFirm assets
Are you John Frank Bragg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Hb WealthApr 2026 to now
- Truist Advisory Services, Inc.Feb 2021 to now
- Truist Investment Services, Inc.Feb 2021 to now
- Suntrust Advisory Services, IncJul 2020 to Feb 2021
- Suntrust Investment Services, IncJul 2020 to Feb 2021
- Pine Gate RenewableMay 2019 to Aug 2019
- Wake Forest UniversityAug 2016 to Jun 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7262865
- Firm CRD
- 316731