JONES GREGG FINANCIAL, LLC

JONES GREGG FINANCIAL, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 145143). Regulatory assets under management: $85.6M.

Registration

• CRD: 145143
• Type: Registered investment adviser
• Location: 6733 D FAIRVIEW ROAD, CHARLOTTE, NC, 28210
• Phone: 704-814-0123
• Latest filing: 2026-03-31
• Regulatory AUM: $85.6M
• Non-discretionary AUM: $85.6M
• Clients: 2
• Accounts: 217

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145143 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search