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Steven Rodney Jones

Advisor at LPL Financial — Morehead City, NC Evans Street

Updated today

Credentials

Series 66

Experience

15 years

Location

Morehead City, NC 28557

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Steven Jones is a financial advisor with LPL Financial in Morehead City, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Concourse Financial Group Securities. Jones also operates Good Life Advisors, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management services through a large network of advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Morehead City, NC Evans Street

405 Evans Street, Ste. A

Morehead City NC 28557

Advisors at this office

2

Most active in

North Carolina

Work history

15 years of industry experience

LPL Financial, LLC

2016 - Present • 10 years

Morehead City, NC

Good Life Advisors, LLC

2016 - 2026 • 10 years

Morehead City, NC

Wells Fargo Clearing

2014 - 2016 • 2 years

NC

Concourse Financial Group Securities, Inc.

2010 - 2014 • 4 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Edward Jones. Langley is also a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm utilizes a combination of systematic, rules-based and discretionary investment strategies, tailoring client portfolios with quantitative, technical, fundamental, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner

Richard H

CFP®, Series 63, Series 65

Newport, NC

Facet

Richard Hamilton II is a CFP® with 10 years of industry experience and is currently an advisor at Facet. He previously worked at Edward Jones and The Vanguard Group Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs technology-driven, model-based asset allocations and a flat subscription fee structure that includes investment management.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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Robert H

Series 63, Series 66

Morehead City, NC

OSAIC Institutions, INC.

Robert Hardin Sr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., Wells Fargo Clearing, Infinex Investments, Inc., and First Bancorp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with an emphasis on firm supervision and a sizable non-discretionary asset base.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

John T

CFP®, Series 66

Morehead City, NC

Truist Advisory Services

John Tulloss III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include various advisory and investment positions within Truist and its predecessor firms. Outside of his advisory work, he co-manages Battleground Farms, LLC, overseeing bookkeeping responsibilities for the family farm and timber operations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Founder/Business Owner Executive
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Samuel F

Series 63, Series 65

Havelock, NC

First Command Advisory Services

Samuel Furna is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. His background includes military service in the United States Army and involvement in family investment and equipment rental businesses. Furna co-owns Furna Brothers Investments LLC, where he engages in property management and investment activities. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Jacob H

Series 66

Morehead City, NC

Commonwealth Financial Network

Jacob Hoyumpa is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his career in the financial industry. Prior to joining Atlantic Wealth Management in 2026, he served four years in the United States Marine Corps. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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