Jones Gregg Financial, LLC at 6733 Fairview Rd APT D, Charlotte, Nc 28210 lists Andrew E Jones , Sr of Charlotte, NC as the associate.
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Jones, Andrew E N
Registered Agent
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6733 FAIRVIEW RD APT D, CHARLOTTE, NC 28210
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Andrew E Jones , Sr
Managing Member
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6733 D FAIRVIEW RD, CHARLOTTE, NC 28210
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6733 FAIRVIEW RD APT D, CHARLOTTE, NC 28210
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$218,582 / $307,774 | 2023 | JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001 | 3 / 3 | $218,582 / $307,774 |
| 2022 | Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$260,511 / $218,582 | 2022 | JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001 | 3 / 2 | $260,511 / $218,582 |
| 2021 | Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$195,975 / $260,511 | 2021 | JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001 | 2 / 3 | $195,975 / $260,511 |
| 2020 | Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$154,030 / $195,975 | 2020 | JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001 | 3 / 2 | $154,030 / $195,975 |
| 2019 | Plan NameJONES GREGG FINANCIAL, LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$123,718 / $154,030 | 2019 | JONES GREGG FINANCIAL, LLC 401K PLAN - Plan #001 | 3 / 3 | $123,718 / $154,030 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$33,380 Forgiven$33,662 LenderSouthState Bank, National Association Jobs3 | 04/12/2020 | $33,380 | $33,662 | SouthState Bank, National Association | 3 |
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