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Jeffrey Dean Jones

SYNERGY INVESTMENT GROUP, LLC·KANNAPOLIS, North Carolina
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2622 DALE EARNHARDT BOULEVARD, KANNAPOLIS, NC 28083CRD# 4188324Firm CRD# 46035
01

About

Jeffrey Dean Jones is a registered financial advisor based in KANNAPOLIS, North Carolina, affiliated with SYNERGY INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SYNERGY INVESTMENT GROUP, LLC
SYNERGY INVESTMENT GROUP, LLC
AUM
$21M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SYNERGY INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4188324
Firm CRD# 46035
2 disclosures on file
View on FINRA BrokerCheck →

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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 in KANNAPOLIS
Tracy M Vanhamme — SYNERGY INVESTMENT GROUP, LLCJoseph Patrick Hayes — SYNERGY INVESTMENT GROUP, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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