Audrey W. Jones

FINANCIAL LIFE DESIGNS LLC

Lake Mary, FL 32746

Some features on this profile are disabled

CRD#: 2445467

Professional summary

Audrey Wehr Jones, CFP® is a registered financial advisor currently at FINANCIAL LIFE DESIGNS LLC located in Lake Mary, Florida.

Audrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Audrey has worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

Biography

I began my financial career as a life insurance agent in 1994. Quickly I realized that I desired a deeper relationship with my clients and knew to serve them in the best possible manner, I needed to begin my instruction to become a CERTIFIED FINANCIAL PLANNER® professional. Earning my CFP® designation in 1999, and therefore having more than a decade of experience serving many types of clients, I appreciate the opportunity of directing my own firm and specializing in the areas mentioned above. I am active in a number of professional and charitable organizations in the Central Florida area including the Casselberry Chamber of Commerce. I am a member of St. Luke's Lutheran Church in Oviedo where you may find me singing in the choir, volunteering in the Nursing Home, and sitting on the Board of Trustees of the St. Luke's Lutheran Church and School Foundation. In my spare time I enjoy tennis, dog agility, and camping with my teenage son and husband, Bob.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Estate Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Investment Advice without Ongo...

Middle Income Client Needs

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrey Wehr Jones's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

November 7, 2016 - Present

FINANCIAL LIFE DESIGNS LLC

Office #1: 1540 International Parkway Suite 2000, Lake Mary, FL 32746

RIA

CRD#: 285241

Lake Mary, FL

Past

April 9, 2014 - February 27, 2017

BAUERLE FINANCIAL, INC

RIA

CRD#: 106775

CASSELBERRY, FL

Past

March 8, 2010 - January 22, 2014

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

CASSELLBERRY, FL

Past

June 2, 2009 - January 4, 2010

FIRSTWAVE FINANCIAL

RIA

CRD#: 111044

SATELLITE BEACH, FL

Past

February 5, 2008 - December 31, 2008

FIRSTWAVE FINANCIAL

RIA

CRD#: 111044

SATELLITE BEACH, FL

Past

September 2, 2004 - November 29, 2007

FINANCIAL MANAGEMENT CONCEPTS

RIA

CRD#: 118793

MAITLAND, FL

Past

September 15, 1998 - February 6, 2007

CALTON & ASSOCIATES, INC.

CRD#: 20999

WINTER SPRINGS, FL

Past

August 28, 1997 - September 28, 1998

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

February 23, 1994 - August 12, 1997

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/7/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/30/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/22/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL LIFE DESIGNS LLC

CRD#: 285241 / SEC#:

Florida

Registered Investment Advisory firm - (11/7/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1540 International Parkway Suite 2000, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 590-9372

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 33,259,376

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Thomas Arasz

BMORE FINANCIALLY FIT

IAR

Baltimore, MD

Richard Rake

FINANCIAL RESOURCES GROUP, LLC

IAR

GLASTONBURY, CT

Kevin Suszko

WORLD INVESTMENT ADVISORS, LLC

IAR

FORT LAUDERDALE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Audrey W. Jones

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrey Wehr Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAUERLE FINANCIAL, INC

WEALTHCARE CAPITAL MANAGEMENT LLC

FIRSTWAVE FINANCIAL

FIRSTWAVE FINANCIAL

FINANCIAL MANAGEMENT CONCEPTS

CALTON & ASSOCIATES, INC.

G. A. REPPLE & COMPANY

LUTHERAN BROTHERHOOD SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/30/2002

Series 7

Date: 10/19/1999

Series 6

Date: 2/22/1994

Current Firm

FINANCIAL LIFE DESIGNS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL LIFE DESIGNS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors