Caroline
Jones
Bluesky Wealth Advisors, LLC
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About this Advisor
Caroline Jones is a certified financial planner operating in New Bern, North Carolina who has 3 years of relevant experience. Jones works at Bluesky Wealth Advisors, LLC. Their career trajectory has included roles at Elwood & Goetz Wealth Advisory Group, University Of Georgia, Hillgrove High School and Bluesky Wealth Advisors, LLC. Jones is approved to operate in Georgia, North Carolina and Texas. Bluesky Wealth Advisors, LLC is a registered investment firm that has its headquarters in New Bern, NC. The firm has offices in seven locations and a total of 18 employees. It oversees $612 million in assets under management across its 1,474 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,474 customer accounts, 54% belong to high-net-worth clients who have at least $1 million in assets. Bluesky Wealth Advisors, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules are based on which service is offered. Fees billed by Bluesky Wealth Advisors, LLC may include hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluesky Wealth Advisors, LLC Brokerage Details
$612,430,755
18
1,474
$415,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Caroline Jones Work History
Caroline has been registered as a financial advisor for 3 years.*
Bluesky Wealth Advisors, LLC
Elwood & Goetz Wealth Advisory Group
University Of Georgia
Hillgrove High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caroline Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluesky Wealth Advisors, LLC
New Bern, NC
West Richland, WA
Moultrie, GA
New Bern, NC
New Bern, NC
New Bern, NC
New Bern, NC
Acworth, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
