Unclaimed Profile

Scott Daniel Jones

ARBOR INVESTMENT ADVISORS, LLC·WINSTON SALEM, North Carolina

Series 65Clean record17 years registeredARBOR INVESTMENT ADVISORS, LLC

300 SOUTH MAIN STREET, WINSTON SALEM, NC 27101CRD# 4062061Firm CRD# 111077

Profile Verification

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

Identity

Scott Daniel Jones · WINSTON SALEM, NC

Registration

CRD #4062061 · ARBOR INVESTMENT ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ARBOR INVESTMENT ADVISORS

Apr 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 17, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR INVESTMENT ADVISORS, LLC

CRD 111077 · SEC 801-58281

AUM

$957M

Regulatory assets under management

Employees

1,255 client accounts

Services offered by ARBOR INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Daniel Jones offer?

Scott Daniel Jones specializes in Financial Planning, Investment Management. Contact their office in WINSTON SALEM, North Carolina for a consultation.

What are Scott Daniel Jones's credentials?

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

Where is Scott Daniel Jones located?

Scott Daniel Jones is based in WINSTON SALEM, North Carolina, working with ARBOR INVESTMENT ADVISORS, LLC. Their office serves clients in the WINSTON SALEM metropolitan area and surrounding communities.

How does Scott Daniel Jones charge for services?

Scott Daniel Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR INVESTMENT ADVISORS, LLC?

ARBOR INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $957M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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