Paul R. Jones

GREAT OCEAN ROAD FINANCIAL

LEWES, DE

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CRD#: 4443002

Professional summary

Paul Robert Jones, who also goes by Paul R Jones, is a registered financial advisor currently at GREAT OCEAN ROAD FINANCIAL located in Lewes, Delaware.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paul has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul R 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.

Jones Accounting Company LLC~'NIR'~34491 Skyler Drive, Lewes DE 19958~Tax Preparation/Accounting~Owner/Sole Proprietor~11/1/2012~20hrs~30hrs~Accounting, bookkeeping, and tax preparation|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Robert 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®

None

Experience

Current

January 7, 2025 - Present

GREAT OCEAN ROAD FINANCIAL

RIA

CRD#: 331567

LEWES, DE

Past

May 14, 2019 - November 4, 2024

WATCHTOWER WEALTH MANAGEMENT, INC.

RIA

CRD#: 297147

ELIZABETHTOWN, PA

Past

May 23, 2016 - June 11, 2019

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Mechanicsburg, PA

Past

May 23, 2016 - June 11, 2019

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Mechanicsburg, PA

Past

May 28, 2014 - June 9, 2016

WADDELL & REED

RIA

CRD#: 866

CAMP HILL, PA

Past

July 8, 2013 - June 9, 2016

WADDELL & REED

CRD#: 866

CAMP HILL, PA

Past

December 17, 2001 - February 4, 2003

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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

Delaware
(1/7/2025)

IAR

Pennsylvania
(9/22/2025)

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: 5/28/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/25/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/8/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREAT OCEAN ROAD FINANCIAL

GREAT OCEAN ROAD FINANCIAL | GREAT OCEAN ROAD FINANCIAL, LLC

CRD#: 331567 / SEC#:

Delaware

Registered Investment Advisory firm - (12/18/2024 Approved)

Florida

Registered Investment Advisory firm - (11/6/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/22/2025 Approved)

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Contact information

Main Address

Lewes, DE

Mailing Address

Phone number

(302) 858-7596

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 7,950,000

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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Advisor Monitoring

Firm Stability Insights

Paul R. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Robert Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

WATCHTOWER WEALTH MANAGEMENT, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

WADDELL & REED

WADDELL & REED

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2014

Series 63

Date: 7/25/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2016

Series 6

Date: 7/8/2013

Current Firm

GREAT OCEAN ROAD FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREAT OCEAN ROAD FINANCIAL

TRUST BUT VERIFY

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