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).
Total Assets Under Management57MILLION
Total Number of Accounts226ACCOUNTS
Average Account Value$251,625
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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.