Unclaimed Profile

Gregory Norton Jones

ALTAVISTA WEALTH MANAGEMENT, INC.·ASHEVILLE, North Carolina

Series 7, Series 63, Series 65Clean record22 years registeredALTAVISTA WEALTH MANAGEMENT, INC.

TWO TOWN SQUARE BOULEVARD, SUITE 315, ASHEVILLE, NC 28803CRD# 2891924Firm CRD# 122326

Profile Verification

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

Identity

Gregory Norton Jones · ASHEVILLE, NC

Registration

CRD #2891924 · ALTAVISTA WEALTH MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Mar 2022 – present

ALTAVISTA WEALTH MANAGEMENT, INC.

Apr 2004 – Feb 2022

CHARLOTTE, NC

ALTAVISTA WEALTH MANAGEMENT, LLC

Aug 2003 – Oct 2003

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 25, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTAVISTA WEALTH MANAGEMENT, INC.

CRD 122326 · SEC 801-62511

AUM

$602M

Regulatory assets under management

Employees

927 client accounts

Services offered by ALTAVISTA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTAVISTA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Norton Jones offer?

Gregory Norton Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Gregory Norton Jones's credentials?

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

Where is Gregory Norton Jones located?

Gregory Norton Jones is based in ASHEVILLE, North Carolina, working with ALTAVISTA WEALTH MANAGEMENT, INC.. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Gregory Norton Jones charge for services?

Gregory Norton Jones's firm is compensated through percentage of aum, hourly charges, subscription fees, other: family office service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAVISTA WEALTH MANAGEMENT, INC.?

ALTAVISTA WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $602M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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