Charles William Jones

Current Employers

Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-08-15

TN RA
APPROVED

Since 2024-08-15

Branch Locations

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

1606 Schaeffer Rd Ste #100, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goals Based Financial Planners	Knoxville	TN	02/2020	Present
Regions Bank	Alcoa	TN	02/2018	04/2020
Novacopy	Knoxville	TN	09/2014	12/2016
Suntrust Bank	Knoxville	TN	12/2016	02/2018
Gradient Advisors, Llc	Arden Hills	MN	08/2024	Present

02/2020 → Present

Goals Based Financial Planners

Knoxville, TN
02/2018 → 04/2020

Regions Bank

Alcoa, TN
09/2014 → 12/2016

Novacopy

Knoxville, TN
12/2016 → 02/2018

Suntrust Bank

Knoxville, TN
08/2024 → Present

Gradient Advisors, Llc

Arden Hills, MN

Other Businesses

1. Goals Based Financial Planners, LLC; Investment Related; 1606 Schaeffer Rd Ste 100 Knoxville TN 37932; Financial Planning; Agent; Investment Advisor Representative; 08/2024; 160hrs/mo; 160hrs/mo during trading; Advisory and Insurance services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-20

S65 Uniform Investment Adviser Law Examination

2024-06-20

Other Names

Chuck William Jones

View on SEC IAPD

Current Employers

Gradient Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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