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RIA / WealthAdvisorCertified Financial Planner23 years in industry

AUDREY WEHR JONES

Advisor at FINANCIAL LIFE DESIGNS LLC

LAKE MARY, FL

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Search this name across graphsid dfx:ria:3a4a975e-8625-2214-1126-8d1dcdd8657e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 2, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FINANCIAL LIFE DESIGNS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 30, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 30, 2002
First registration: Sep 2, 2004
Dual registered: no
IAPD individual key: 2445467

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FINANCIAL LIFE DESIGNS LLC	State registered	Nov 7, 2016	n/a	yes	LAKE MARY, FL	Current employment
BAUERLE FINANCIAL, INC	Former SEC adviser	Apr 9, 2014	Feb 27, 2017	no	CASSELBERRY, FL\|DELAND, FL	Previous registration
WEALTHCARE CAPITAL MANAGEMENT LLC	Independent wealth	Mar 8, 2010	Jan 22, 2014	no	CASSELLBERRY, FL	Previous registration
FIRSTWAVE FINANCIAL	Former SEC adviser	Jun 2, 2009	Jan 4, 2010	no	SATELLITE BEACH, FL	Previous registration
FIRSTWAVE FINANCIAL	Former SEC adviser	Feb 5, 2008	Dec 31, 2008	no	SATELLITE BEACH, FL	Previous registration
FINANCIAL MANAGEMENT CONCEPTS	Former SEC adviser	Sep 2, 2004	Nov 29, 2007	no	MAITLAND, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BAUERLE FINANCIAL, INC	FINANCIAL LIFE DESIGNS LLC	Feb 27, 2017	Nov 7, 2016	-112	Firm change after gap	Other
WEALTHCARE CAPITAL MANAGEMENT LLC	BAUERLE FINANCIAL, INC	Jan 22, 2014	Apr 9, 2014	77	Firm change	Other
FIRSTWAVE FINANCIAL	WEALTHCARE CAPITAL MANAGEMENT LLC	Jan 4, 2010	Mar 8, 2010	63	Firm change	Other
FINANCIAL MANAGEMENT CONCEPTS	FIRSTWAVE FINANCIAL	Nov 29, 2007	Feb 5, 2008	68	Firm change	Other

Relationships

Registered with (5)

→ FINANCIAL LIFE DESIGNS LLCRegistered adviserregistration: current employment
Nov 7, 2016 to presentfactForm ADV
→ BAUERLE FINANCIAL, INCRegistered adviserregistration: previous registration
Apr 9, 2014 to Feb 27, 2017factForm ADV
→ WEALTHCARE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 8, 2010 to Jan 22, 2014factForm ADV
→ FIRSTWAVE FINANCIALRegistered adviserregistration: previous registration
Jun 2, 2009 to Jan 4, 2010factForm ADV
→ FINANCIAL MANAGEMENT CONCEPTSRegistered adviserregistration: previous registration
Sep 2, 2004 to Nov 29, 2007factForm ADV

Dated events

No dated event names this entity yet.