Steven Jones
Steven Jones is a registered investment advisor at Good Life Advisors, LLC, based in Morehead City, NC, with 15 years of industry experience. Steven 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, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.
Location
405 Evans Street, Suite A, Morehead City, NC, 28557
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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
Steven operates his LPL business under the DBA Good Life Financial Advisors, dedicating nearly full-time hours. He also sells various insurance products, including life, health, disability, LTC, fixed, Medicare Supplements, and final expense, and owns Blue Water Wealth, LLC, an insurance agency, spending a few hours per week on these insurance-related activities.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Investment Advisors
Proequities, INC.Broker
State Registrations6 states
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