Lenward W. Jones
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lenward Wesley Jones III's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2022 - Present
ENVISION PLANNING, LLC
Office #1: 100 Chadwick Square Court Suite E, Hendersonville, NC 28739-3233State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2022)
Exams
Current Firm
ENVISION PLANNING, LLC
CRD#: 321791 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 10,411,725 |
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.
Company Information
ENVISION PLANNING, LLC
CRD#: 321791Hendersonville, NC 28739-3233TRUST BUT VERIFY
Monitor Lenward Jones
Get automatic monthly alerts on:
