Unclaimed Profile

Geraldine Beasley Jones

LIFE PLANNING PARTNERS, INC.·JACKSONVILLE, Florida

Series 65Clean record20 years registeredLIFE PLANNING PARTNERS, INC.

6550 ST. AUGUSTINE ROAD, JACKSONVILLE, FL 32217-2847CRD# 5251788Firm CRD# 129338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geraldine Beasley Jones · JACKSONVILLE, FL

Registration

CRD #5251788 · LIFE PLANNING PARTNERS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS, INC.

Jan 2014 – Mar 2020

JACKSONVILLE, FL

LBA WEALTH MANAGEMENT, LLC

Nov 2008 – Feb 2014

JACKSONVILLE, FL

ST JOHNS WEALTH MANAGEMENT

Jan 2006 – Oct 2008

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 2, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFE PLANNING PARTNERS, INC.

CRD 129338 · SEC 801-107568

AUM

$274M

Regulatory assets under management

Employees

536 client accounts

Services offered by LIFE PLANNING PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFE PLANNING PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Geraldine Beasley Jones offer?

Geraldine Beasley Jones specializes in Financial Planning, Investment Management.

What are Geraldine Beasley Jones's credentials?

Geraldine Beasley Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geraldine Beasley Jones located?

Geraldine Beasley Jones is based in JACKSONVILLE, Florida, last registered with LIFE PLANNING PARTNERS, INC..

How does Geraldine Beasley Jones charge for services?

Geraldine Beasley Jones's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFE PLANNING PARTNERS, INC.?

LIFE PLANNING PARTNERS, INC. has approximately 6 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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