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.
CRD# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
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 |
- NC
-
Total Assets Under Management730MILLIONS
-
Total Number of Accounts1,559ACCOUNTS
-
Average Account Value$468,366
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, GA, NC, PA, SC, TX, VA, WA
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