Caroline Jones
BLUESKY WEALTH ADVISORS
ACWORTH, GA
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CRD#: 7267111
Professional summary
Caroline Jones, CFP®, who also goes by Caroline Mcham, is a registered financial advisor currently at BLUESKY WEALTH ADVISORS, LLC located in Acworth, Georgia.
Caroline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Caroline has worked at 1 firm .
Biography
I am passionate about improving the quality of our clients’ lives by doing whatever is needed for them to realize their dreams. Our most important job is to help them define their goals, tell them what we can do, and explain what they can do to achieve their goals. No matter how big or small, we want them to make their goals happen.
I earned my Bachelor of Science degree in Consumer Economics and Master of Science in Financial Planning from the University of Georgia in 2018. I became CFP certified in March of 2020.
Question & Answer
What are your service offerings?
Retirement planning
tax planning
insurance planning
education planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Caroline Mcham
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.
CRS (Client Relationship Summary) - RIA
Click below to view Caroline 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®
Start date: 2020
Experience
Current
June 18, 2020 - Present
BLUESKY WEALTH ADVISORS, LLC
RIA
CRD#: 116760
ACWORTH, GA
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".
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 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
Georgia(6/14/2022)
IAR
Texas(1/26/2021)
Exams
Current Firm
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2131 S Glenburnie Road Suite 8, New Bern, NC 28562
Mailing Address
Phone number
(252) 633-0107
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,608 |
| AUM (Assets Under Management) | $ 849,834,692 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/26/2024 | ||
| 07/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
