RIA Intel›Advisers›North Carolina›JONES GREGG FINANCIAL, LLC

JONES GREGG FINANCIAL, LLC

Advisory

CHARLOTTE, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NC

#430

of 516 advisers by AUM

Average account

$394K

across 217 accounts

AUM per adviser

$86M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$86M

Discretionary AUM$0

Non-Discretionary AUM$86M

Discretionary %0%

Total Clients119

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

119 clients

70 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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