Chelsea Jones
Physician Family Financial Advisors · Orlando, Florida
Chelsea Jones is a fee-only financial advisor at Physician Family Financial Advisors in Orlando, Florida, who holds the CFP credential. Physician Family Financial Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Physician Family Financial Advisors |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $284.9M across 639 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 7185688 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | open.spotify.com/show/13s1t7nwdvkxsdz6gifbot |
How Chelsea's firm compares
- Physician Family Financial Advisors's average account is about $446,000, from its Form ADV (assets managed divided by 639 accounts).
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Questions about Chelsea
Is Chelsea Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chelsea holds no broker registration, and Physician Family Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chelsea charge for financial advice?
Chelsea's firm, Physician Family Financial Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Chelsea Jones based?
Chelsea Jones is based in Orlando, Florida.
What credentials does Chelsea Jones hold?
Chelsea Jones holds the CFP credential.
Is Chelsea Jones registered with the SEC?
Yes. Chelsea Jones is registered as an investment adviser representative in FL and TX (CRD 7185688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Physician Family Financial Advisors manage?
Physician Family Financial Advisors reports $284.9M across 639 accounts in assets under management.
How do I contact Chelsea Jones?
Through Chelsea's website, open.spotify.com/show/13s1t7nwdvkxsdz6gifbot.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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