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James Bernice Jones

Cp Advisors, Inc.

Beulaville, NC

Clinton, NC

CRD 5174520

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Employer firm

Cp Advisors, Inc. CRD 111701

$69.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cp Advisors, Inc.

403 E. Johnson Street, Clinton, NC 28328 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-07-21
  • NC RA
    APPROVED
    Since 2017-07-21

Branch Locations

120 East Main Street, Beulaville, NC 28518 • United States

403 E. Johnson Street, Clinton, NC 28328 • 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
Cp Advisors, Inc. Clinton NC 05/2017 Present
Albertson & Jones, P.A. (Formerly Randy L. Albertson, Cpa, Pa) Beulaville NC 11/2010 Present
  • 05/2017 → Present
    Cp Advisors, Inc.
    Clinton, NC
  • 11/2010 → Present
    Albertson & Jones, P.A. (Formerly Randy L. Albertson, Cpa, Pa)
    Beulaville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-21
  • S65 Uniform Investment Adviser Law Examination
    2017-07-21
Other Names
  • Jayme Jones
  • James Bernice Jones

View on SEC IAPD

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Nearby Investors

RANDY LEE ALBERTSON
Megan Duvall Reeves
Jennifer A Butturini

Nearby Offices

EDWARD JONES · WALLACE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Wallace, NC
CREDIT UNION INVESTMENT SERVICES · Jacksonville, NC

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