AJ
AJ

Andrew Burton Jones

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
1,260 clients
Average Client Portfolio
$295K average
Assets Under Management
$371.8M

Fee Structure

Financial Planning:Investment management only
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Location

3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024

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History

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.

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Other Business ActivitiesSells Insurance

Andrew works as an insurance agent selling insurance products through The Lloyd Group, Inc. since 2007. This takes about half of his time, with most of those hours occurring during securities trading hours.

Employment History
Current Registrations
The Lloyd Advisory Group
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Envision Investment Advisors, LLC
May 2009 - June 2009 · 1 mo
Envision Investment Advisors, LLC
February 2008 - December 2008 · 10 mos
State Registrations3 states
GALATX
Advisor
Exams
No exam information available for this advisor.