Charles Jones
Financial Advisor at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
35 years
Number of Clients
120
Average Client Size
$1,000,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
How passionate I am about helping people achieve their life's goals and dreams so they can live their best life possible.
Clientele
Services Provided
Investment Management
Estate Planning Strategies
Business Retirement Solutions
Investment Planning
Specialties and Expertise
Pricing Models
Education
University of North Carolina - Chapel Hill
Bachelor of Science Business Administration / Accounting
Obtained in 1982
Previous Work Experience
KPMG CPA's
Supervisor - Auditor / Tax / Consulting
1986 - 1989
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested