Ashlee Jones, financial advisor Beaumont TX

Ashlee Jones

CRD Number: 7724797
Current Firm: Good Life Advisors, LLC

Ashlee Jones (CRD# 7724797) is an Investment Advisor Representative working at Good Life Advisors, LLC in Beaumont, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Good Life Advisors, LLC Reading, PA Apr 2023 - Current 1
Celia Scott Beaumont, TX Nov 2021 - Current 2
Us Career Institute Beaumont, TX Nov 2020 - Nov 2021 1
Home School Teacher & Tutor Beamount, TX May 2020 - Nov 2020 < 1
New Life Women's Rehabilitation Center Montgomery, TX Apr 2019 - May 2020 1
Self Employed Beaumont, TX Jun 2013 - Apr 2019 5
Hand & Stone The Woodlands, TX Jul 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2024
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ashlee L. Jones
Phone Number: 610-898-6927
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,896
    MILLIONS
  • Total Number of Accounts
    16,544
    ACCOUNTS
  • Average Account Value
    $175,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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