Carrie Jones
Carrie Jones is a registered investment advisor at Osaic Wealth, INC., based in Gastonia, NC, with 18 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2903 Audrey Drive, Gastonia, NC, 28054
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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 ActivitiesSells Insurance
Carrie is an independent insurance agent since 2006, dedicating minimal time to this role. She also works as a financial advisor for GCG Wealth Management and Brinkley Financial Group, spending about a quarter of her time at each. Carrie is also a board member for Serenity Pastoral Counseling, a non-profit organization, spending minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations13 states
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