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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-01-16
GA RA APPROVED 2015-08-05
  • TX RA
    APPROVED_RES
    Since 2018-01-16
  • GA RA
    APPROVED
    Since 2015-08-05

Branch Locations

5755 North Point Parkway Suite 209, Alpharetta, GA 30062 • United States

1065 Andrew Drive, West Chester, PA 19380 • 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
Lpl Financial Llc Alpharetta GA 09/2013 Present
Wealthcare Advisory Partners Llc Alpharetta GA 02/2015 Present
Previous Registrations
  • 2002-12-02 → 2013-09-19
    Truist Investment Services, Inc.
    Marietta, GA
    Marietta, GA
    Fort Lauderdale, FL
    Marietta, GA
    Marietta, GA
    Atlanta, GA
    Atlanta, GA
    Marietta, GA
    Atlanta, GA
    Alpharetta, GA
    Marietta, GA
    Powder Springs, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Smyrna, GA
    Marietta, GA
    Marietta, GA
Other Businesses

1. 9/16/2013 - Owenby Jones Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 3/3/2015 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/17/2015 - 200 Hours Per Month/6 Hours During Securities Trading. 3. 3/3/2015 - Owenby Jones Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/17/2015 - 200 Hours Per Month/6 Hours During Securities Trading. 4. 8/8/2015 - Jones Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/15/15 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 8/27/2015 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/20/2015 - 5 Hours Per Month During Securities Trading - Life insurance. 6. 5/8/2018 - World Trader Coffee LLC - Not Investment Related - Services will be provided on the internet only. - Other-Family Business - Started 04/19/2018 - 4 Hours Per Month/0 Hours During Securities Trading 7. 08/31/2021 - LayLo LLC - Not Investment Related - At Reported Business Location(s) - Business Owner - Start Date: 05/14/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 8. 10/27/2021 - Jones Investment Holdings, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 04/27/2023 - Simplicity Buckhead - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 04/03/2023 - 5 Hours Per Month/5 Hours During Securities Trading 10. 03/11/2024 - BoneyJones LLC - Inv Related - Dallas, GA - Other - Van Leasing - Investor - Started: 2/12/2024 - 0 Hrs/Mo. 11. 01/30/2025- Vibe Insurance Agency- Non-Variable Insurance- INV Related- At Reported Business Location(s) - Start date 01/21/2025- 5 Hours Per Month/ 0 hours during trading 12. 08/06/2025 - Advisors Network - Non-Variable Insurance - Inv Rel - At reported business location(s) - Start date: 08/01/2025 - 5hrs/mnth/ during trading 13. 06/16/2026 - Gable & Ledger - Property and Casualty - Not Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 8 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-26
S63 Uniform Securities Agent State Law Examination 1997-10-29
  • S65 Uniform Investment Adviser Law Examination
    2002-11-26
  • S63 Uniform Securities Agent State Law Examination
    1997-10-29
Designations
Other Names
  • Jeffrey Jones

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