Charles
Jones

Wells Fargo Clearing Services, LLC

CRD#2024379
Investment Advisor
in Charlotte, NC
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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.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

301 S College St 1St Fl One Wells Fargo Center
Charlotte, NC 28202

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

NC Average: 458
Total Number of Accounts

1,432,715

NC Average: 33,415
Average Account Size

$330,143

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

Charles Jones Work History

Charles has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Charles 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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