Louis Jones
Strategic Wealth Management Solutions · Southern Shores, North Carolina
Louis Jones is a fee-only financial advisor at Strategic Wealth Management Solutions in Southern Shores, North Carolina, who holds the CFA credential. Louis charges a one-time planning fee.
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Facts
| Firm | Strategic Wealth Management Solutions |
|---|---|
| Based in | Southern Shores, North Carolina |
| Fee model | One-time planning fee |
| Assets under management | $32.3M across 41 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, NC, VA · CRD 5701805 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | swmsllc.com |
| Profile |
How Louis's firm compares
- Strategic Wealth Management Solutions's average account is about $787,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Louis
Is Louis Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Strategic Wealth Management Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis charges a one-time planning fee.
Where is Louis Jones based?
Louis Jones is based in Southern Shores, North Carolina.
What credentials does Louis Jones hold?
Louis Jones holds the CFA credential.
Is Louis Jones registered with the SEC?
Yes. Louis Jones is registered as an investment adviser representative in LA, NC and VA (CRD 5701805), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Wealth Management Solutions manage?
Strategic Wealth Management Solutions reports $32.3M across 41 accounts in assets under management.
How do I contact Louis Jones?
Through Louis's website, swmsllc.com.
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
- Strategic Wealth Management Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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