Charles
Jones

About this Advisor

Charles Jones is a certified financial planner whose office is in Charlotte, North Carolina. Currently an investment advisor with Wells Fargo Clearing Services, LLC, they have accumulated 15 years of work experience as a financial advisor. Jones maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Jones is registered to serve customers in North Carolina. Over the course of their career, Jones has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Charlotte, North Carolina, and has 6,557 additional locations across the United States. As a registered investment advisory firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.