Jones Gregg Financial, LLC
Assets Under Management
$72.1M
Number of Clients
122
Number of Advisors
1
Average Client AUM
$591K
AUM per Advisor
$72.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Andrew Erwin Norman Jones is an Investment Adviser Representative with Jones Gregg Financial, LLC. He offers financial planning and investment advisory services. He is also licensed to sell insurance and annuity products, which may present a conflict of interest, but the firm requires recommendations to be in the client's best interest.
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
Location
6733 D Fairview Road, Charlotte, NC, 28210