Caroline
Jones

Bluesky Wealth Advisors, LLC

CRD#7267111
Investment Advisor
in New Bern, NC

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About this Advisor

Caroline Jones is a certified financial planner who works out of New Bern, North Carolina, with 10 years of professional experience. Jones works at Bluesky Wealth Advisors, LLC. During their career, the advisor has held roles at Elwood & Goetz Wealth Advisory Group, University Of Georgia and Hillgrove High School. Jones is able to operate in North Carolina. Bluesky Wealth Advisors, LLC is a financial advisory business based in New Bern, North Carolina. It has offices in three locations and a total of 11 financial advisors. It oversees $453 million in assets across its 1,207 accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,207 customer accounts, 51% belong to high-net-worth investors who have more than $1 million in investable assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules usually vary depending on which service is offered. However, fee types billed by Bluesky Wealth Advisors, LLC can include some blend of hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

Caroline Jones Work History

Caroline has 10 years of experience.

2017 - 2020 (3 years)

Elwood & Goetz Wealth Advisory Group

2014 - 2018 (4 years)

University Of Georgia

2010 - 2014 (4 years)

Hillgrove High School

Disclosures

Caroline Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

John Gjertsen
Acworth, GA
Ayasha Jones
New Bern, NC
Soo Kim
New Bern, NC
Caroline Jones
New Bern, NC
Stephen Fletcher
New Bern, NC
Stephen Horstmann
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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