Christopher Wick Jones
Investment adviser representative at Carolina Financial Advisors, Inc.
44 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$240.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
44 years in the industry.
- Carolina Financial Advisors, Inc.Jan 2013 to now
- Christopher Jones CpaJan 1982 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NC).
Carolina Financial Advisors, Inc.
$240.9MAssets managed
474Clients
4Advisers
5 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
- 4339592
- Firm CRD
- 118823