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Chief Financial Officer, Treasurer, Secretary · Arbor Investment Advisors

Scott D. Jones

CRD 4062061 · Named on Form ADV at one SEC-registered adviser

At a glance

Arbor Investment Advisors, an SEC-registered wealth manager based in Winston Salem, NC with $1.3 billion in regulatory assets, lists Scott D. Jones on its Form ADV as Chief Financial Officer, Treasurer, Secretary, a control person.

Firms and roles

  • Arbor Investment AdvisorsChief Financial Officer, Treasurer, SecretaryWealth manager · Winston Salem, NC · $1.3B in regulatory assets

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.