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Jeffrey Dean Jones

SYNERGY INVESTMENT GROUP, LLC·KANNAPOLIS, North Carolina
SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOSYNERGY INVESTMENT GROUP, LLC
2622 DALE EARNHARDT BOULEVARD, KANNAPOLIS, NC 28083CRD# 4188324Firm CRD# 46035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Dean Jones · KANNAPOLIS, NC
Registration
CRD #4188324 · SYNERGY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SYNERGY INVESTMENT GROUP, LLC
CRD 46035 · SEC 801-68315
AUM
$21M
Regulatory assets under management
Employees
11
158 client accounts
Services offered by SYNERGY INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SYNERGY INVESTMENT GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Jeffrey Dean Jones offer?
Jeffrey Dean Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KANNAPOLIS, North Carolina for a consultation.
What are Jeffrey Dean Jones's credentials?
Jeffrey Dean Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Dean Jones located?
Jeffrey Dean Jones is based in KANNAPOLIS, North Carolina, working with SYNERGY INVESTMENT GROUP, LLC. Their office serves clients in the KANNAPOLIS metropolitan area and surrounding communities.
How does Jeffrey Dean Jones charge for services?
Jeffrey Dean Jones's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNERGY INVESTMENT GROUP, LLC?
SYNERGY INVESTMENT GROUP, LLC has approximately 11 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYNERGY INVESTMENT GROUP, LLC

Tracy M Vanhamme
KANNAPOLIS, NC
Christopher Joseph Palladino
CHARLOTTE, NC
Ryan Patrick Duffie
CHARLOTTE, NC
Joseph Patrick Hayes
KANNAPOLIS, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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