Ayasha
Jones

Bluesky Wealth Advisors, LLC

CRD#6899331
Investment Advisor
in New Bern, NC

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About this Advisor

Ayasha Jones is an investment advisor located in New Bern, North Carolina. Currently a registered investment advisor with Bluesky Wealth Advisors, LLC, they have accrued 10 years of work experience. Jones has a Series 65 license, designating the advisor as an investment advisor representative. Jones is able to serve investors in North Carolina. Over the course of their career, Jones has held roles at White & Company Insurance, Unc Institute Of Marine Sciences, None and Bluesky Wealth Advisors, LLC. Bluesky Wealth Advisors, LLC is based out of New Bern, North Carolina, and operates out of three other brick-and-mortar locations in the United States. As a company, Bluesky Wealth Advisors, LLC manages $453 million in assets covering 1,207 accounts and retains 11 staff members. The firm's total assets under management places it among the bigger firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 51% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bluesky Wealth Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses and other services. The firm may charge clients hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2131 S Glenburnie Road Suite 8
New Bern, NC 28562

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Bluesky Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$453,240,307

NC Average: $3,625,019,099
Total Number of Employees

11

NC Average: 22
Total Number of Accounts

1,207

NC Average: 1,917
Average Account Size

$375,510

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Ayasha Jones Work History

Ayasha has 10 years of experience.

2018 - Present (3 years)

Bluesky Wealth Advisors, LLC

2015 - Present (6 years)

Bluesky Wealth Advisors, LLC

2015 - 2015 (< 1 year)

Unc Institute Of Marine Sciences

2015 - 2015 (< 1 year)

None

2010 - 2015 (5 years)

White & Company Insurance

Disclosures

Ayasha Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

John Gjertsen
Acworth, GA
Soo Kim
New Bern, NC
Ayasha Jones
New Bern, NC
Caroline Jones
New Bern, NC
Stephen Horstmann
New Bern, NC
Stephen Fletcher
New Bern, NC
Madeline Valente
Pleasanton, CA
Bronwyn Shone
Pleasanton, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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