Investment adviser representative · Strategic Wealth Management Solutions, LLC
Louis A. Jones
CRD 5701805 · Southern Shores, NC
At a glance
Louis A. Jones is an investment adviser representative with Strategic Wealth Management Solutions, LLC in Southern Shores, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Louis’s SEC record dates to 2009, about 17 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Strategic Wealth Management Solutions, LLCSince September 2009Southern Shores, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Louis’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.