Jones Gregg Financial LLC

Jones Gregg Financial LLC (CRD# 145143) is a financial advisory firm headquartered in Charlotte, NC. They manage $33,905,669 in 167 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
    34
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $203,028
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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
No Advisor Found.

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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