Caroline Jones
Investment adviser representative at Bluesky Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1BFirm assets
Are you Caroline Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bluesky Wealth Advisors, LLCJun 2020 to now
- Elwood & Goetz Wealth Advisory GroupSep 2017 to Jun 2020
- University of GeorgiaAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Bluesky Wealth Advisors, LLC
$1BAssets managed
351Clients
10Advisers
13 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
- 7267111
- Firm CRD
- 116760