Charles Jones

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Charlotte, NC
• 11/2016 → 09/2024
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 09/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC

Previous Registrations

• 2002-06-20 → 2024-09-19
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2002-01-28 → 2002-06-20
  Wachovia Securities, Inc.
  Charlotte, NC

Other Businesses

MECKLENBURG WEALTH MANAGEMENT LLC; INV RELATED; CHARLOTTE, NC; 100% OWNERSHIP; START DATE 9/20/2024; 160 HOURS PER MONTH; 160 DUIRNG TRADING; FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-08
• S63 Uniform Securities Agent State Law Examination
  1990-01-26

Designations

• Certified Financial Planner

Other Names

• Bob Jones
• Charles Robert Jones
• Charles Jones