J
$85.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
119 ADV. Clients
18 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- UnisonMeridian pioneer +more
- Established Date
- 09-12-2007
- Office Locations
- 1
Office Locations
6733 D Fairview Road Charlotte NC
About Jones Gregg Financial, LLC
Jones Gregg Financial, LLC is an independent RIA in Charlotte, NC that advises business owners and employer-sponsored retirement plans, bringing business-ownership experience to financial planning and retirement strategy. The firm emphasizes long-term client relationships and portfolio construction that leans heavily on ETFs and core fixed income (including U.S. government/agency bonds), with custody via SEI.
Team overview
57 AVG AGE
$85.6M AVG AUM / ADVISOR
$719.1K AVG AUM / CLIENT
18.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Meridian Zenith momentum Ember zenith
Client Personas
Matrix vector Signal meridian
Custodian
Quantum meridian
Investment Themes
Ridge Wave Oak Insight
Investment Vehicles
Matrix Eagle
Platform
Prime harbor
Services
Momentum Atlas unison Glacier beacon Crest Delta vital Radial Glacier zenith Optima bridge Prime summit Horizon
Technology
Beacon signal Pioneer catalyst Delta delta
Owner & Executives
ANDREW N JONES
Certified Financial Planner, Managing Member
- CRD
- #5112181
- Ownership
- 75% or more
(928) 694-3019
unison.summit@vectorcapital.com
in linkedin.com/in/legacy-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $85,568,719 | -- |
| Total | $85,568,719 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,568,719
Equity - Exchange:
34.2% U.S. Government/Agency:
9.8% Cash:
35.6% Corporate - Investment Grade:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $270,900,668 | 34.2% |
| U.S. Government/Agency | $77,626,507 | 9.8% |
| Cash | $281,990,169 | 35.6% |
| Corporate - Investment Grade | $161,589,873 | 20.4% |
| Total | $792,107,217 | 100.0% |