Chelsea Katlyn Jones

Current Employers

Physician Family Financial Advisors Inc

9450 Sw Gemini Dr Pmb 52736, Beaverton, OR 97008-7105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-20
TX	RA	APPROVED	2023-11-08

FL RA
APPROVED

Since 2026-04-20
TX RA
APPROVED

Since 2023-11-08

Branch Locations

Orlando, FL • United States

9450 Sw Gemini Dr Pmb 52736, Beaverton, OR 97008-7105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
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
Physician Family Financial Advisors	Eugene	OR	07/2019	01/2021
Wku Center For Financial Success	Bowling Green	KY	09/2017	05/2019
Western Kentuky University	Bowling Green	KY	08/2015	05/2019
Somersplash Waterpark	Somerset	KY	06/2014	09/2017
Somerset Family Fitness Center	Somerset	KY	05/2014	09/2017
Physician Family Financial Advisors	Eugene	OR	01/2021	Present

07/2019 → 01/2021

Physician Family Financial Advisors

Eugene, OR
09/2017 → 05/2019

Wku Center For Financial Success

Bowling Green, KY
08/2015 → 05/2019

Western Kentuky University

Bowling Green, KY
06/2014 → 09/2017

Somersplash Waterpark

Somerset, KY
05/2014 → 09/2017

Somerset Family Fitness Center

Somerset, KY
01/2021 → Present

Physician Family Financial Advisors

Eugene, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-09-28

S65 Uniform Investment Adviser Law Examination

2019-09-28

Designations

Other Names

Chelsea Katlyn Smith

View on SEC IAPD