Andrew N Jones

CFP

Jones Gregg Financial, LLC

18 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Insurance PlanningAnnuities

Jones Gregg Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

122 clients

Average Client Portfolio

$591K average

Assets Under Management

$72.1M

Location

6733 D Fairview Road, Charlotte, NC, 28210

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History

Regulatory History (1)

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Criminal

November 1995

Final Disposition

View Full SEC Report How to Read Disclosures

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 5 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.