Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
Loading...
Contact
Jonie Marie Parks
Location
6101 Carnegie Blvd, Suite 220, Charlotte, NC, 28209
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Matrix Wealth Advisors, INC.
May 2004 - July 2018 · 14 yrs 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Additional Information
Jonie earned the CFP® (Certified Financial Planner™) certification. She is a NAPFA (National Association of Personal Financial Advisors) registered advisor and a member of the Financial Planning Association (FPA).
Contact
Jonie Marie Parks