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Inactive

Audrey Wehr Jones

Financial Life Designs LLC

Lake Mary, FL

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Current Employers
Financial Life Designs Llc

1540 International Parkway Suite 2000, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-11-07
  • FL RA
    APPROVED
    Since 2016-11-07

Branch Locations

1540 International Parkway Suite 2000, Lake Mary, FL 32746 • 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
Bauerle Financial, Inc. Deland FL 01/2014 10/2016
Financial Life Designs, Llc Lake Mary FL 02/2015 Present
California Lutheran University Thousand Oaks CA 02/2015 12/2017
  • 01/2014 → 10/2016
    Bauerle Financial, Inc.
    Deland, FL
  • 02/2015 → Present
    Financial Life Designs, Llc
    Lake Mary, FL
  • 02/2015 → 12/2017
    California Lutheran University
    Thousand Oaks, CA
Previous Registrations
  • 2014-04-09 → 2017-02-27
    Bauerle Financial, Inc
    Casselberry, FL
    Deland, FL
  • 2010-03-08 → 2014-01-22
    Wealthcare Capital Management Llc
    Cassellberry, FL
  • 2009-06-02 → 2010-01-04
    Firstwave Financial
    Satellite Beach, FL
  • 2008-02-05 → 2008-12-31
    Firstwave Financial
    Satellite Beach, FL
  • 2004-09-02 → 2007-11-29
    Financial Management Concepts
    Maitland, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-09-30
  • S63 Uniform Securities Agent State Law Examination
    2002-09-30
Designations

View on SEC IAPD

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BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
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