Andrew Jones has been an investment adviser representative at Lloyd Advisory Services since June 2009, and is not listed among the firm’s executive officers or direct owners.
Lloyd Advisory Services, LLC is a Suwanee, GA firm with $438M under management, 1,262 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Andrew Jones’ longest registration is the current one, 17 years at Lloyd Advisory Services since 2009. Before joining Lloyd Advisory Services in 2009, Andrew Jones was registered through Envision Investment Advisors, LLC.
- The Lloyd Advisory GroupCurrent– present · 17 yearsSuwanee, GA · Adviser representative · Firm CRD 150582
- Envision Investment Advisors, LLC– · under a yearSuwanee, GA · Adviser representative · Firm CRD 143667
- Envision Investment Advisors, LLC– · under a yearSuwanee, GA · Adviser representative · Firm CRD 143667
Investment adviser representative registrations
Andrew Jones is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2009; the most recent is Louisiana, in January 2023.
- GeorgiaSince 25 June 2009
- LouisianaSince 10 January 2023
- TexasResidentSince 21 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Burton Jones
- CRD
- 5428479
- Firm
- Lloyd Advisory Services · CRD 150582
- Office
- 3575 LAWRENCEVILLE SUWANEE ROAD, Suwanee, GA 30024
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Jones work?
Andrew Jones is an investment adviser representative registered through Lloyd Advisory Services, LLC since June 2009, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Jones a financial advisor?
Yes. Andrew Jones has a current investment-adviser registration in Georgia, Louisiana and Texas, through Lloyd Advisory Services since June 2009.
How many years of experience does Andrew Jones have?
Andrew Jones has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has Andrew Jones passed?
Andrew Jones passed the Series 65 in December 2007.
Where did Andrew Jones work before Lloyd Advisory Services?
Before Lloyd Advisory Services, Andrew Jones was registered through Envision Investment Advisors, LLC, May 2009 to June 2009; Envision Investment Advisors, LLC, February 2008 to December 2008.
Where is Andrew Jones based?
Andrew Jones’ registered office is in Suwanee, GA.
Is Andrew Jones registered with FINRA?
No. Andrew Jones has no current broker registration.
How can I verify Andrew Jones’ record?
Search CRD 5428479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Jones’ full registration record.
