Charlie Jones Financial Services, P.A.

Company Details

Name:	Charlie Jones Financial Services, P.A.
Jurisdiction:	MISSISSIPPI
Business Type:	Profit Corporation
Status:	Good Standing
Effective Date:	28 Mar 2005 (20 years ago)
Business ID:	869993
ZIP code:	39110
County:	Madison
State of Incorporation:	MISSISSIPPI
Principal Office Address:	340 dover lanemadison, MS 39110
Historical names:	Capital Preservation Services, Inc.

Name	Role	Address
Jones, Charlie	Agent	340 Dover Lane, Madison, MS 39110

Name	Role	Address
Mardis, Jason T.	Incorporator	1635 Lelia Drive, Suite 100, Jackson, MS 39216
Jones, Charles	Incorporator	6045 Ridgewood Road, Jackson, MS 39211

Name	Role	Address
Charlie Jones	President	340 Dover Lane, Madison, MS 39110

Name	Role	Address
Angela Jones	Director	340 Dover Lane, Madison, MS 39110

Name	Role	Address
Angela Jones	Secretary	340 Dover Lane, Madison, MS 39110

Type	Status	Filed Date	Description
Annual Report	Filed	2024-12-04	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2024-02-17	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2023-01-18	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2022-06-13	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2021-02-23	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2020-01-27	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2019-04-12	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2018-04-04	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2017-04-14	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2016-09-20	Annual Report For Charlie Jones Financial Services, P.A.
Notice to Dissolve/Revoke	Filed	2016-09-06	Notice to Dissolve/Revoke
Annual Report	Filed	2015-04-22	Annual Report For Charlie Jones Financial Services, P.A.
Annual Report	Filed	2014-04-14	Annual Report
Annual Report	Filed	2013-06-13	Annual Report
Annual Report	Filed	2012-05-11	Annual Report
Problem Report	Filed	2011-01-04	Problem Report
Admin Dissolution	Filed	2010-12-06	Admin Dissolution
Notice to Dissolve/Revoke	Filed	2010-09-12	Notice to Dissolve/Revoke
Annual Report	Filed	2009-05-04	Annual Report
Annual Report	Filed	2008-07-11	Annual Report

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

5574587006

2020-04-05

0470

PPP

340 DOVER LN, MADISON, MS, 39110-9418

Loan Status Date	2021-11-11
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	7500
Loan Approval Amount (current)	7500
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	111901
Servicing Lender Name	LendingClub Bank, National Association
Servicing Lender Address	2701 N Thanksgiving Way, LEHI, UT, 84043
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	MADISON, MADISON, MS, 39110-9418
Project Congressional District	MS-03
Number of Employees	1
NAICS code	523999
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	111901
Originating Lender Name	LendingClub Bank, National Association
Originating Lender Address	LEHI, UT
Gender	Male Owned
Veteran	Unanswered
Forgiveness Amount	7610.62
Forgiveness Paid Date	2021-10-06

Date of last update: 27 Mar 2025