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RIA / WealthAdvisorPersonal Financial Specialist13 years in industry

PAUL ROBERT JONES

Advisor at GREAT OCEAN ROAD FINANCIAL

LEWES, DE

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Search this name across graphsid dfx:ria:d2a85d90-7b7e-bdd6-df17-d9609f7f0d85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 28, 2014 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: GREAT OCEAN ROAD FINANCIAL
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: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Personal Financial Specialist
Exams: S63|S65
First exam: Jul 25, 2013
First registration: May 28, 2014
Dual registered: no
Other names: Paul R JONES
IAPD individual key: 4443002

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
GREAT OCEAN ROAD FINANCIAL	State registered	Jan 7, 2025	n/a	yes	LEWES, DE	Current employment
WATCHTOWER WEALTH MANAGEMENT, INC.	State registered	May 14, 2019	Nov 4, 2024	no	ELIZABETHTOWN, PA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	May 23, 2016	Jun 11, 2019	no	Mechanicsburg, PA	Previous registration
WADDELL & REED	Former SEC adviser	May 28, 2014	Jun 9, 2016	no	CAMP HILL, PA	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
WATCHTOWER WEALTH MANAGEMENT, INC.	GREAT OCEAN ROAD FINANCIAL	Nov 4, 2024	Jan 7, 2025	64	Firm change	Other
AVANTAX ADVISORY SERVICES	WATCHTOWER WEALTH MANAGEMENT, INC.	Jun 11, 2019	May 14, 2019	-28	Firm change	Ibd to state RIA
WADDELL & REED	AVANTAX ADVISORY SERVICES	Jun 9, 2016	May 23, 2016	-17	Firm change	Other

Relationships

Registered with (4)

→ GREAT OCEAN ROAD FINANCIALRegistered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ WATCHTOWER WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 14, 2019 to Nov 4, 2024factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
May 23, 2016 to Jun 11, 2019factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 28, 2014 to Jun 9, 2016factForm ADV

Dated events

Occurred
Nov 4, 2024
Advisor changed firm
Paul Robert Jones left Watchtower Wealth Management, Inc. for Great Ocean Road Financial (registered 2025-01-07)
Form ADVobserved 4 days ago