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Lenward Jones, financial advisor Hendersonville NC

Lenward Jones

CRD Number: 7555147
Current Firm: Envision Planning, LLC

Lenward Jones (CRD# 7555147) is an Investment Advisor Representative working at Envision Planning, LLC in Hendersonville, NC and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Envision Planning, LLC Hendersonville, NC Jan 2022 - Current 2
L. Wesley Jones Iii, Cpa Hendersonville, NC Jul 1998 - Current 25
Biltmore Baptist Church Arden, NC Apr 2005 - Mar 2019 13

Lenward Jones has no recent exams reported.
Contact Info for Lenward W. Jones
,
Phone Number: 828-329-8641
Firm Website: https://www.envisionplanning.net
Registered State(s):
  • NC
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Current Firm Details
Envision Planning, LLC
Firm's CRD Number: 321791
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $226,645
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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