Ayasha Jones, financial advisor New Bern NC

Ayasha Jones

CRD Number: 6899331
Current Firm: Bluesky Wealth Advisors, LLC

Ayasha Jones (CRD# 6899331) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bluesky Wealth Advisors, LLC New Bern, NC Jan 2018 - Current 6
Bluesky Wealth Advisors, LLC New Bern, NC Dec 2015 - Current 8
None Havelock, NC Sep 2015 - Dec 2015 < 1
Unc Institute Of Marine Sciences Morehead City, NC May 2015 - Sep 2015 < 1
White & Company Insurance Santa Monica, CA Apr 2010 - Apr 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Ayasha Jones
Phone Number: 252-633-0107
Firm Website: http://www.blueskywa.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    730
    MILLIONS
  • Total Number of Accounts
    1,559
    ACCOUNTS
  • Average Account Value
    $468,366
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, NC, PA, SC, TX, VA, WA

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