CFACFP

    Charles Jones

    Financial Advisor

    Wells Fargo Advisors
    Charlotte, North Carolina30 years experienceNo minimum minimum

    About Charles

    I am a Managing Director at Wells Fargo Advisors in Charlotte, NC with over 30 years of experience in the financial services industry. I also hold my Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) professional designations. Although no longer practicing, I have also gai... 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.

    Areas of focus

    Investment ManagementCash Flow AnalysisPortfolio Construction

    Credentials & background

    Designations

    CFACFP

    Licenses

    Series 65Series 63Series 24SIESeries 31Series 7

    Education

    Bachelor of Science Business Administration / Accounting University of North Carolina - Chapel Hill (1982)

    Clients served

    High Net Worth IndividualsBusiness OwnersRetireesEntrepreneursCorporate ExecutivesDentists

    Registered in

    California, Colorado, Florida, Georgia, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia

    The firm

    Wells Fargo Advisors