Janice Charles is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 37 years of industry experience. Janice is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9110 Strada Pl 3rd Fl, [Support Center], Naples, FL, 34108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Money Strategies, LLC
Usi Advisors
Usi Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Broad Reach Capital, INC.Broker
Arbour Securities, INC.Broker
Arbour Securities, INC.Broker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ann Stickford, CFPWells Fargo Advisors
- Michele KiefWells Fargo Advisors
- Paul MazziottiWells Fargo Advisors
- Christopher FontanaWells Fargo Advisors
- Jose SierraWells Fargo Advisors
- Kenneth SimonWells Fargo Advisors