Charles Robert Jones, CFP, CFA

Managing Director / Investment Officer

Financial Adviser at Wells Fargo Advosrs, LLC in Charlotte, NC

About

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Contact
Click for phone number
(704) 348-9535
Address
301 S. College St. Suite 150 in Charlotte, NC 28202
Info
None specified

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Certifications

CPA, CFP, CFA

Background

Education

University of North Carolina - Chapel Hill