Charles Eastman Jones

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → Present
  Musician
  Flandreau, SD
• 10/2015 → Present
  Parkland Securities, Llc.
  Ann Arbor, MI

Other Businesses

1. MUSICIAN; NON INVESTMENT RELATED; START DATE 01/2014; 713 W. 3RD AVE. FLANDREAU, SD 57028; 3 HOURS PER MONTH NONE DURING SECURITIES HOURS. 2. Sale of various insurance products including fixed index annuities through various insurance companies. 3. DBA - Sasquatch Financial Group, Flandreau, SD. Providing financial services through Parkland Securities. Start date: 1/3/22, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 4. City Council Member - Dell Rapids, SD. Start date: 5/2/22 for a 3 year term. Approx. 4 hrs/mo, none during mkt hrs. INV REL: N 5. Magellan Health - Personal Financial Counselor for South Dakota military personnel. Duties include educating and providing personal financial counseling on topics such as budgeting and debt management directly to service members and their families. Start date: 2/16/25, approx. 35 hrs/mo. INV REL: N

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-03-30

Designations

• Chartered Financial Consultant

Other Names

• Charles Eastman Jones
• Charles E Jones