Tyler P. Jones

FINANCIAL LIFE DESIGNS LLC

Lake Mary, FL 32746

Some features on this profile are disabled

CRD#: 7863517

Professional summary

Tyler Paul Jones, who also goes by Tyler Paul Wehr, is a registered financial advisor currently at FINANCIAL LIFE DESIGNS LLC located in Lake Mary, Florida.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tyler has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Paul Wehr

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.

June 2022 - Present -- Guy Simple -- Sole Proprietorship/Owner/President -- not investment-related -- Research and CAD design/retail sales of outdoor products -- no more than 5-hours a month dedicated to producing CAD designs and 3D prints -- business is done outside securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Paul 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®

None

Experience

Current

August 23, 2024 - Present

FINANCIAL LIFE DESIGNS LLC

Office #1: 1540 International Parkway Suite 2000, Lake Mary, FL 32746

RIA

CRD#: 285241

Lake Mary, FL

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

Florida
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/23/2024

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL LIFE DESIGNS LLC

CRD#: 285241 / SEC#:

Florida

Registered Investment Advisory firm - (11/7/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1540 International Parkway Suite 2000, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 590-9372

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 33,259,376

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.

Similar Advisors

Michael Gimlin

LPL FINANCIAL LLC

IAR

Williamsville, NY

Annelyn Lanuza

RBC CAPITAL MARKETS, LLC

IAR

Beverly Hills, CA

Matthew Borowitz

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MILWAUKEE, WI

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tyler P. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Paul Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL LIFE DESIGNS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2024

Current Firm

FINANCIAL LIFE DESIGNS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL LIFE DESIGNS LLC

TRUST BUT VERIFY

Similar Advisors