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Lenward Wesley Jones

Envision Planning, LLC

Hendersonville, NC

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Current Employers
Envision Planning, Llc

100 Chadwick Square Court Suite E, Hendersonville, NC 28739-3233 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-06-06
  • NC RA
    APPROVED
    Since 2022-06-06

Branch Locations

100 Chadwick Square Court Suite E, Hendersonville, NC 28739-3233 • 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
Biltmore Baptist Church Arden NC 04/2005 03/2019
Wesley Jones Cpa Pllc Hendersonville NC 07/1998 Present
Envision Planning, Llc Hendersonville NC 01/2022 Present
  • 04/2005 → 03/2019
    Biltmore Baptist Church
    Arden, NC
  • 07/1998 → Present
    Wesley Jones Cpa Pllc
    Hendersonville, NC
  • 01/2022 → Present
    Hendersonville, NC
Other Businesses

1) Name of the business is Wesley Jones CPA PLLC at 100 Chadwick Square Court, Suite E, Hendersonville, NC 28739 USA. The business is not investment related and as the sole member I provide tax preparations services, tax projections and perform general tax consulting. The business was started in July 19, 1998 when I obtained my Certified Public Accountant (CPA) certificate. I spend about 160 hours per month during the tax season (February - May) during securities trading hours. Other times of the year when not in tax season, I spend about 100 hours per month during securities trading hours. As the sole member, I operate and run the business with 1 other employee.

Designations
Other Names
  • Wesley Jones

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