Wendell P. Jones

PHOENIX FINANCIAL SOLUTIONS

Greensboro, NC 27455

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CRD#: 2963238

Professional summary

Wendell Philemon Jones JR, CFP®, ChFC®, CLU®, who also goes by Dell Jones, Wendell Jones, is a registered financial advisor currently at PHOENIX FINANCIAL SOLUTIONS, INC. located in Greensboro, North Carolina.

Wendell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Wendell has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dell Jones | Wendell Jones

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 Wendell Philemon Jones JR'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: 2005

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 21, 2009 - Present

PHOENIX FINANCIAL SOLUTIONS, INC.

Office #1: 3817 Lawndale Drive Suite A-1, Greensboro, NC 27455

RIA

CRD#: 148796

Greensboro, NC

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

North Carolina
(8/21/2009)

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

IAR

Series 65

Date: 10/13/1997

Uniform Investment Adviser Law Examination

Current Firm

PHOENIX FINANCIAL SOLUTIONS, INC.

CRD#: 148796 / SEC#:

North Carolina

Registered Investment Advisory firm - (8/21/2009 Approved)

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Contact information

Main Address

3817 Lawndale Drive Suite A-1, Greensboro, NC 27455

Mailing Address

P.o. Box 14693, Greensboro, NC 27415

Phone number

(336) 286-9936

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Wendell P. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendell Philemon Jones JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PHOENIX FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/1997

Current Firm

PHOENIX FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Red Flags

Company Information

PHOENIX FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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