AJ
AJ

Ashlee L Jones

1 Year of Experience
2 Disclosures
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

2395 Lancaster Pike, Reading, PA, 19607

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History

Regulatory History (2)
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Criminal
July 2018
Final Disposition
Criminal
April 2018
Final Disposition
Employment History
Current Registrations
Good Life Advisors, LLC
February 2024 - Present · 2 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.