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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jones has been a financial advisor for over 20 years. Gregory Norton Jones is an Investment Advisor Representative of Beacon Pointe Advisors, LLC. Gregory Jones works from their Asheville, NC location. Gregory Jones is licensed in North Carolina. Gregory Jones is a financial advisor who has held previous positions at several financial institutions. These include V. M. Manning & Co., Inc., Carolina Investment Consulting LLC, First Union Securities, Inc., Hornor, Townsend & Kent, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
03/29/2022 - Present
Beacon Pointe Advisors, LLC (Asheville NC)
SC
07/02/2004 - 08/01/2005
V. M. MANNING & CO., INC. (GREENVILLE SC)
NC
05/21/2001 - 06/04/2002
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
MO
03/28/2001 - 05/24/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
PA
08/17/2000 - 04/12/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
06/18/1997 - 06/30/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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