Jones Gregg Financial, LLC

Jones Gregg Financial, LLC (CRD# 145143) is a financial advisory firm headquartered in Charlotte, NC. They manage $56,867,251 in 226 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $251,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 N. Jones
CRD#: 5112181
6733 D Fairview Road, Charlotte, NC 28210
70
Wealthminder
score

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. Andrew Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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