Calvin
Jones

Wells Fargo Advisors Financial Network, LLC

CRD#3018429
Investment Advisor
in Raleigh, NC
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About this Advisor

Calvin Jones is a certified financial planner working out of Raleigh, North Carolina, with a total of 13 years of professional experience. Jones currently works for Wells Fargo Advisors Financial Network, LLC. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Wells Fargo Advisors Financial Network LLC. Jones maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina and Texas. Wells Fargo Advisors Financial Network, LLC is a registered investment company that has its headquarters in Raleigh, North Carolina. The company has offices in 729 locations and a total of 1,997 advisors. It administers $49 billion in total assets among its 149,098 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 763 charitable organizations. Of its 149,098 accounts, 41% are associated with high-net-worth investors who have greater than $1 million in assets. Wells Fargo Advisors Financial Network, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically depend on the type of financial services offered. Fee types billed by Wells Fargo Advisors Financial Network, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4350 Lassiter At North Hills Ave Ste 240
Raleigh, NC 27609

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

NC Average: $11,469,110,461
Total Number of Employees

1,978

NC Average: 458
Total Number of Accounts

154,383

NC Average: 33,415
Average Account Size

$307,810

NC Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Calvin Jones Work History

Calvin has 13 years of experience.

2011 - Present (8 years)

Wells Fargo Advisors Financial Network LLC

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Calvin Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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