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  2. Jones Gregg Financial, LLC

Filings through Oct 24, 2026.

Jones Gregg Financial, LLC

EIN 26-0700134-financial services-Latest filing 2025
Plans
1
Retirement
1
$204K assets
Health & Benefits
0
Participants
2
6733 D FAIRVIEW RD. - CHARLOTTE, NC 28210704-814-0123jonesgregg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$204K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JONES GREGG FINANCIAL, LLC 401K PLAN

401(k)

Assets$204K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JONES GREGG FINANCIAL, LLC 401K PLAN401(k)$204K22025
  • JONES GREGG FINANCIAL, LLC 401K PLAN$204K
    #001 · 401(k) · 20252
Retirement plans
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