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Christopher Wick Jones

Carolina Financial Advisors, Inc.

Greensboro, NC

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Current Employers
Carolina Financial Advisors, Inc.

100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2013-01-25
  • NC RA
    APPROVED
    Since 2013-01-25

Branch Locations

100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Christopher Jones Cpa Greensboro NC 01/1982 Present
  • 01/1982 → Present
    Christopher Jones Cpa
    Greensboro, NC
Other Businesses

1) CHRISTOPHER JONES CPA,YES, 100. E. LAKE DR. GREENSBORO,NC 27403, PUBLIC ACCOUNTING,OWNER, 100HRS, 60HRS. ACCOUNTING. CAROLINA FINANCIAL ADVISORS, ADDRESS SAME AS ABOVE,INVESTMENT ADVISORY FIRM,FEE BASED, OWNER,60HRS PER MONTH. RETIREMENT PLAN MANAGEMENT, INC.MAJORITY OWNER,ADDRESS SAME AS ABOVE,INVESTMENT ADVISORY FIRM,FEE BASED, 60HRS PER MONTH. 2) Surf City Storage, LLC; Is the business investment related: No; Location of the business: 23275 US 17 S Hampstead NC 28443 USA; o Description of the business: Storage units ; Position Title: Member; Responsibilities Duties: Management consultations/accounting ; Start date with business: 2025-05-15; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: Yes; 3) Self Storage, LLC; Is the business investment related: No; Location of the business: 16700 US Hwy 17 N Hampstead NC 28443 US; Description of the business: Storage Units; Position Title: Member; Responsibilities Duties: Management Consulting/Accounting; Start date with business: 2016-01-10; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: Yes;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-11
  • S63 Uniform Securities Agent State Law Examination
    2002-01-11
Designations

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