Carrie Jones, CFP®
Jacksonville, Florida, 32202
My Location
Background Information
Years of Financial Experience
- 19
Education
- Jacksonville University (Bachelors Degree)
- Boston University (Program for Financial Planning)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
- Women Business Owners of North Florida
- Boy Scouts of America
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Primary Custodian(s)
- Schwab Institutional
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 5251788
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: LBA Wealth Management
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services
Visit Website - http://www.LBAWealth.com
