Lenward W. Jones

ENVISION PLANNING

HENDERSONVILLE, NC 28739-3233

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CRD#: 7555147

Professional summary

Lenward Wesley Jones III, who also goes by Wesley Jones, is a registered financial advisor currently at ENVISION PLANNING, LLC located in Hendersonville, North Carolina.

Lenward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lenward has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wesley 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.

1) Name of the business is Wesley Jones CPA PLLC at 100 Chadwick Square Court, Suite E, Hendersonville, NC 28739 USA. The business is not investment related and as the sole member I provide tax preparations services, tax projections and perform general tax consulting. The business was started in July 19, 1998 when I obtained my Certified Public Accountant (CPA) certificate. I spend about 160 hours per month during the tax season (February - May) during securities trading hours. Other times of the year when not in tax season, I spend about 100 hours per month during securities trading hours. As the sole member, I operate and run the business with 1 other employee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lenward Wesley Jones III'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

June 6, 2022 - Present

ENVISION PLANNING, LLC

Office #1: 100 Chadwick Square Court Suite E, Hendersonville, NC 28739-3233

RIA

CRD#: 321791

HENDERSONVILLE, 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
(6/6/2022)

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Exams

Current Firm

ENVISION PLANNING, LLC

ENVISION PLANNING LLC | ENVISION PLANNING, LLC

CRD#: 321791 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/6/2022 Approved)

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Contact information

Main Address

100 Chadwick Square Court Suite E, Hendersonville, NC 28739-3233

Mailing Address

Phone number

(828) 435-3731

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 7,114,936

Red Flags

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

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Lenward W. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lenward Wesley Jones III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENVISION PLANNING, LLC

State Registrations and Notice Filings

Exams

Current Firm

ENVISION PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENVISION PLANNING, LLC

TRUST BUT VERIFY

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