Scott Daniel Jones
Investment adviser representative at Arbor Investment Advisors
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Arbor Investment AdvisorsMay 2006 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Arbor Investment Advisors
Legal name: Arbor Investment Advisors, LLC
$1.3BAssets managed
478Clients
5Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4062061
- Firm CRD
- 111077