Wells Fargo Advisors Financial Network, LLC
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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
Years of Experience
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Wells Fargo Advisors Financial Network, LLC Brokerage Details
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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
Calvin Jones Work History
Calvin has 13 years of experience.
Wells Fargo Advisors Financial Network LLC
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Calvin Jones has no disclosures.
Please visit their SEC profile for more details.