LJ
LJ

Larry Collin Jones

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
43 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$360.2M

Fee Structure

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Location

23 Inverness Center Parkway, Birmingham, AL, 35242

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Larry is a consultant for Pushplay Holdings, Limited, a donation and live streaming software company, since 2010. He spends minimal time consulting on legal matters and business strategy.

Employment History
Current Registrations
Oneascent Family Offices
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.