AdFi
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Jacob Ryan Autry

Investment Adviser Representative at ESI Financial Advisors

Sandy Springs, GACRD #8236562Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob Ryan Autry is an investment adviser representative with ESI Financial Advisors in Sandy Springs, GA, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia.

Office

5555 Glenridge Connector, Suite 525
Sandy Springs, GA 30342

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia
Broker:
1 state or territory

Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/17/2026
Series 7
General Securities Representative Examination
Passed 3/27/2026
SIE
Securities Industry Essentials Examination
Passed 2/7/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ESI Financial AdvisorsCurrent
4/20/2026 – Sandy Springs, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. National LIFE Group
    Mar 2026 – no end date reportedSandy Springs, GA
  2. Equity Services Inc
    Mar 2026 – no end date reportedMontpelier, VT
  3. Trainwithheater Baseball Academy
    Jun 2025 – no end date reportedLoganville, GA
  4. Young Harris College
    Aug 2024 – May 2025Young Harris, GA
  5. BIP Wealth Management
    Jun 2024 – Jul 2024Buckhead and Alpharetta, GA
  6. Young Harris College
    Aug 2023 – May 2024Young Harris, GA
  7. Citrin Automotive Hospitality
    Jun 2023 – Jul 2023Duluth, GA
  8. Young Harris College
    Aug 2020 – May 2023Young Harris, GA
  9. Loganville High School
    Aug 2016 – Jul 2020Loganville, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ESI Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
Firm account minimum
$10,000
Firm's annual rate schedule by assets
  • $1 to $1,000,0001.00%
  • $1,000,001 to $2,500,0000.75%
  • $2,500,001 to $4,999,9990.60%
  • $5,000,000 to $10,000,0000.50%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Broker-dealer and registered investment adviser services for financial professionals, including operations support, compliance collaboration, business development resources, sales and marketing resources, software integration, and advisory services.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Broker-dealerRegistered Investment AdviserFinancial Professional SupportBusiness DevelopmentComplianceAdvisory ServicesOperationsNational Life Group Affiliate

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
532
Offices listed on AdvisorFinder:
26
Main office:
Montpelier, VT
Founded:
1968
SEC file number:
801-41722

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 1, 2026

View full firm profile

Other advisors at ESI Financial Advisors

Showing 12 of 532 in the directory

View ESI Financial Advisors firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Ryan Autry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jacob Ryan Autry (ESI Financial Advisors) - Advisor Profile