# Jones Gregg Financial

Jones Gregg Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** jonesgregg.com
- **LinkedIn:** https://www.linkedin.com/company/jones-gregg-financial

## Regulatory record

- **CRD number:** 145143
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145143

## About

Jones Gregg Financial, LLC is an independent, registered investment advisory organization that provides strategic thinking from a business perspective to business owners and their teams. The firm services first generation business owners and entrepreneurs, offering financial planning with an understanding of the complexity of owning a business and planning a retirement. It focuses on long-term relationships and helping clients achieve what it calls the Position of Choice.

## Sectors

- First generation business owners and entrepreneurs

## People

- Andrew E. N. Jones — CFP — Principal, Investment Advisor, managing member
- Koby Miller — Office Manager

## Related profiles

- [Long Run Financial](https://altss.com/profile/long-run-financial-ltd)
- [Tayloe Financial Services](https://altss.com/profile/tayloe-financial-services-llc)

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Last updated: 2026-08-11T15:07:12.582Z

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