Christopher Jones has been President of Carolina Financial Advisors since April 2000, is a control person of the firm and directly owns 75% or more of it.
Carolina Financial Advisors, Inc. is a Greensboro, NC firm with $241M under management, 474 clients and 4 advisers in one office, as of its May 2026 filing.
Chris Jones is Financial Advisor of Carolina Financial Advisors, Inc. He began his career in the tax department of a national CPA firm, later served with the North Carolina Department of Revenue, and founded his CPA practice in 1981. In 2000 he founded Carolina Financial Advisors, Inc. His work covers investment management, retirement planning, tax-efficient wealth strategies, estate planning, philanthropic planning and comprehensive financial management.
- – present · 13 yearsGreensboro, NC · Adviser representative · Firm CRD 118823
Professional designations
Listed by Carolina Financial Advisors
- CFP®
- CKA®
- CPA
Investment adviser representative registrations
Christopher Jones is registered as an investment adviser representative in North Carolina, since January 2013.
- North CarolinaSince 25 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 11 January 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 December 2001 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christopher Wick Jones
- CRD
- 4339592
- Firm
- Carolina Financial Advisors · CRD 118823
- Role
- President
- Office
- 100 EAST LAKE DR., SUITE 100, Greensboro, NC 27403
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- carolinafinancialadvisors.com
Where does Christopher Jones work?
Christopher Jones has been President of Carolina Financial Advisors, Inc. since April 2000, and is a control person of the firm.
Is Christopher Jones a financial advisor?
Yes. Christopher Jones has a current investment-adviser registration in North Carolina, through Carolina Financial Advisors since January 2013.
How many years of experience does Christopher Jones have?
Christopher Jones has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has Christopher Jones passed?
Christopher Jones has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in December 2001.
Where is Christopher Jones based?
Christopher Jones’ registered office is in Greensboro, NC.
Is Christopher Jones registered with FINRA?
No. Christopher Jones has no current broker registration.
Is Christopher Jones a CFP?
Carolina Financial Advisors lists Christopher Jones with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Chris Jones biography, carolinafinancialadvisors.com
How can I verify Christopher Jones’ record?
Search CRD 4339592 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Jones’ full registration record.