Jennifer Jones
Laurel Wealth Advisors · Charlotte, North Carolina
Jennifer Jones is a fee-only financial advisor at Laurel Wealth Advisors in Charlotte, North Carolina. Laurel Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Laurel Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.11B across 1,429 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4697951 |
| Exams passed | Series 63 (2003) · Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
How Jennifer's firm compares
- Laurel Wealth Advisors's average account is about $775,000, from its Form ADV (assets managed divided by 1,429 accounts).
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Questions about Jennifer
Is Jennifer Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Laurel Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Laurel Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Jones based?
Jennifer Jones is based in Charlotte, North Carolina.
Is Jennifer Jones registered with the SEC?
Yes. Jennifer Jones is registered as an investment adviser representative in NC (CRD 4697951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laurel Wealth Advisors manage?
Laurel Wealth Advisors reports $1.11B across 1,429 accounts in assets under management.
How do I contact Jennifer Jones?
Contact details aren't on file yet. Search for Laurel Wealth Advisors.
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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