Paul Jones is a PFS-designated registered investment advisor at Great Ocean Road Financial, based in Lewes, DE, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 17 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Asset management fees are negotiable and may differ from client to client.
Fee Estimator
Location
Lewes, DE
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Regulatory History
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 →Other Business Activities
Paul is the owner and sole proprietor of Jones Accounting Company LLC, offering accounting, bookkeeping, and tax preparation services since 2012. This takes about 10-20% of Paul's time.
Employment History
Current Registrations
Great Ocean Road Financial
Previous Registrations
Watchtower Wealth Management, INC.
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Waddell & Reed
Waddell & ReedBroker
H.D. Vest Investment ServicesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.