Karlyn M Jones
Investment adviser representative at Abacus Planning Group, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm 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
Experience
11 years in the industry.
- Abacus Planning Group, Inc.Jul 2021 to now
- Vpc AssociatesJun 2020 to Jul 2020
- Outback SteakhouseSep 2018 to Jun 2021
- Longhorn SteakhouseMay 2018 to Aug 2018
- Virginia TechJan 2018 to Apr 2018
- UnemployedSep 2017 to Dec 2017
- AzulJul 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (SC).
Abacus Planning Group, Inc.
$2.2BAssets managed
328Clients
15Advisers
28 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
- 7262877
- Firm CRD
- 107994