LJ
Lewis F. Jones
EVERSOURCE WEALTH ADVISORS
Birmingham, AL 35243
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CRD#: 7187717
LJ
Professional summary
Lewis Franklin Jones Jr., who also goes by Frank Jones, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Birmingham, Alabama.
Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lewis has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Frank 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.
Since 11/00, Lewis Jones has been a partner with the CPA firm Haynes Downard, LLP, which is not an investment-related business. He devotes 40+ hours per week to managing that firm and providing accounting services to clients, generally during securities trading hours. Mr. Jones has been a member of 5021 Old Dunnavant Valley Road, LLC (ODV) since 2003 and Veni Vidi Vici, LLC (VVV) since 2005, both of which own and manage real estate and are investment-related businesses. Since 1991, Mr. Jones has been general partner of Triple F Investments, an inactive investment club which has not sold or purchased securities in five years. All of the entities described herein are located at 3161 Cahaba Heights Road, Ste 203, Vestavia Hills, AL 35243. Mr. Jones devotes one hour or less per month to ODV, VVV and Triple F Investments, generally during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Lewis Franklin 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®
NoneExperience
Current
November 13, 2019 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 3500 Colonnade Parkway Suite 200, Birmingham, AL 35243RIA
CRD#: 286340
Birmingham, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)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
Alabama(11/13/2019)
Exams
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EVERSOURCE WEALTH ADVISORS, LLC
CRD#: 286340Birmingham, AL 35243TRUST BUT VERIFY
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