Inactive

Wendell Philemon Jones

Phoenix Financial Solutions, Inc.

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Current Employers

Phoenix Financial Solutions, Inc.

3817 Lawndale Drive Suite A-1, Greensboro, NC 27455 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2009-08-21

NC RA
APPROVED

Since 2009-08-21

Branch Locations

3817 Lawndale Drive Suite A-1, Greensboro, NC 27455 • 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

Organization	City	State	From	To
Phoenix Financial Solutions, Inc.	Greensboro	NC	07/2005	Present

07/2005 → Present

Phoenix Financial Solutions, Inc.

Greensboro, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-10-13

S65 Uniform Investment Adviser Law Examination

1997-10-13

Designations

Other Names

Dell Jones
Wendell Jones

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC

BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC

CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC

CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC

CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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