Investment adviser representative · Envision Planning, LLC
Lenward W. Jones III
CRD 7555147 · Hendersonville, NC
At a glance
Lenward W. Jones III is an investment adviser representative with Envision Planning, LLC in Hendersonville, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lenward’s SEC record dates to 2022, about 4 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Envision Planning, LLCSince June 2022Hendersonville, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Consultant
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lenward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.