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Scott Daniel Jones

Arbor Investment Advisors

Winston Salem, NC

CRD 4062061

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Employer firm

Arbor Investment Advisors CRD 111077

$1.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • PORTFOLIO MGMT FOUNDATIONS & MONEY PENSION PURCHASE PLAN; CONSULTING PURSUANT TO ERISA 404C

From the firm’s Form ADV. Read the guides:

Current Employers
Arbor Investment Advisors

300 South Main Street, Winston Salem, NC 27101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-03-26
NC RA APPROVED 2009-04-17
  • TX RA
    APPROVED
    Since 2015-03-26
  • NC RA
    APPROVED
    Since 2009-04-17

Branch Locations

300 South Main Street, Winston Salem, NC 27101 • 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
Arbor Investment Advisors Winston-Salem NC 05/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-13
  • S65 Uniform Investment Adviser Law Examination
    2006-06-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

More in Winston Salem, NC

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