TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
AJ
AJ
Ashlee L Jones
Good Life Advisors, LLC
1 Year of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Education Planning
Insurance Planning
Estate Planning
Financial Planning & Coaching
Tax Planning
Investment Management
Business Owners
Good Life Advisors, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B
Fee Structure
Minimum Investment:
$5K
Financial Planning:
Included in AUM fee
Investment Management
Planning
Loading...
Location
2395 Lancaster Pike, Reading, PA, 19607
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Criminal
July 2018
Final Disposition
Criminal
April 2018
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Good Life Advisors, LLC
February 2024 - Present · 2 yrs
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.