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JONES GREGG FINANCIAL, LLC
CRD 145143
6733 D FAIRVIEW ROAD, CHARLOTTE, NC, 28210, United States
Phone
704-814-0123
Fax
704-814-0411
Registration
— (—)
Source
State registered
Total AUM
$85.6M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $4.9M |
| High net worth individuals | 70 | $80.6M |
All web addresses on file
Official SEC filing: View on IAPD