Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
351 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$849.8M
Fee Structure
Financial Planning:Included in AUM fee
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Contact
Caroline Jones
Location
Acworth, GA
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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
Bluesky Wealth Advisors, LLC
June 2020 - Present · 5 yrs 8 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
I am passionate about improving the quality of our clients’ lives by doing whatever is needed for them to realize their dreams. Our most important job is to help them define their goals, tell them what we can do, and explain what they can do to achieve their goals. No matter how big or small, we want them to make their goals happen.
Contact
Caroline Jones