Paul Jones
Great Ocean Road Financial · Lewes, Delaware
Paul Jones is a fee-only financial advisor at Great Ocean Road Financial in Lewes, Delaware, who holds the PFS credential. Great Ocean Road Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Great Ocean Road Financial |
|---|---|
| Based in | Lewes, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7.8M across 36 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in DE, FL, PA · CRD 4443002 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Paul's firm compares
- Great Ocean Road Financial's average account is about $217,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Paul
Is Paul Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Great Ocean Road Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Great Ocean Road Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Paul Jones based?
Paul Jones is based in Lewes, Delaware.
What credentials does Paul Jones hold?
Paul Jones holds the PFS credential.
Is Paul Jones registered with the SEC?
Yes. Paul Jones is registered as an investment adviser representative in DE, FL and PA (CRD 4443002), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great Ocean Road Financial manage?
Great Ocean Road Financial reports $7.8M across 36 accounts in assets under management.
How do I contact Paul Jones?
Contact details aren't on file yet. Search for Great Ocean Road Financial.
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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