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LJ

Lenward W. Jones

ENVISION PLANNING
HENDERSONVILLE, NC 28739-3233
Some features on this profile are disabled
CRD#: 7555147
LJ

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.
The advisor shows no other business activity.

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)

Exams

Current Firm

EP
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
0

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts51
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 28739-3233

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