Jennifer Jones is a registered investment advisor at Laurel Wealth Advisors, LLC, based in Charlotte, NC, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 572 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
1355 Greenwood Cliff, Ste. 301, Charlotte, NC, 28204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jennifer is a managing member of Single Shingle, LLC and a member of Mortimer Enterprises, LLC, both real estate holding companies. She spends minimal time on each of these activities.
Employment History
Current Registrations
Laurel Wealth Advisors, LLC
State Registrations1 state
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