Jones Gregg Financial, LLC

Jones Gregg Financial, LLC (CRD# 145143) is a financial advisory firm headquartered in Charlotte, NC. They manage $87,293,134 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6733 D Fairview Road, Charlotte, NC 28210
http://www.jonesgregg.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $360,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Jones Gregg Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Jones, financial advisor Charlotte NC
Andrew N. Jones
CRD#: 5112181
6733 D Fairview Road, Charlotte, NC 28210

Andrew Jones (CRD# 5112181) is an Investment Advisor Representative working at Jones Gregg Financial, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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