AJ
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
122 clients
Average Client Portfolio
$591K average
Assets Under Management
$72.1M
Fee Structure
Consulting services are based on fixed fees and/or hourly fees, as described in the Financial Planning Agreement. Andrew Jones is also licensed to sell insurance and annuity products and receives commissions for these sales.
Areas of Practice
Insurance PlanningAnnuities
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Advisor Information
Office location
6733 D Fairview Road, Charlotte, NC, 28210
Get directionsRegulatory History (1)
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Criminal
November 1995Final Disposition
Other Business ActivitiesSells Insurance
Andrew is a licensed insurance agent since 2022, dedicating a few hours per week to this activity. He is also the managing member of HWHL, LLC, a real estate holding company, spending minimal time on this venture since 2018.
Employment History
Current Registrations
Jones Gregg Financial, LLC
September 2007 - Present · 18 yrs 4 mos
Previous Registrations
Bts Asset Management, INC.
December 2014 - December 2017 · 3 yrs
State Registrations2 states
NCSC
Advisor
Exams
No exam information available for this advisor.