Karlyn M Jones

Employer firm

Abacus Planning Group, Inc. CRD 107994

$2.16B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 08/2017
  Azul
  Bedford, VA
• 09/2017 → 12/2017
  Unemployed
  Blue Ridge, VA
• 01/2018 → 04/2018
  Virginia Tech
  Blacksburg, VA
• 05/2018 → 08/2018
  Longhorn Steakhouse
  Roanoke, VA
• 09/2018 → 06/2021
  Outback Steakhouse
  Blacksburg, VA
• 06/2020 → 07/2020
  Vpc Associates
  Vienna, VA
• 07/2021 → Present
  Abacus Planning Group
  Columbia, SC

Designations

• Certified Financial Planner