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ChFC

Charles Jones

LPL Financial LLC
40 Years of Experience
Falls Church, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Charles Jones is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Falls Church, VA, with 40 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7389 Route 29, Ste 103, Falls Church, VA, 22042

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Charles is involved with Jones, Mead and Associates selling non-variable insurance and as a DBA for LPL business, dedicating a few hours per week to each. He also coaches sports/fitness for Arlington County Public Schools, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
H. Beck, INC.
March 1999 - April 2021 · 22 yrs 1 mo
Grove Point Investments, LLCBroker
January 1995 - May 2025 · 30 yrs 4 mos
Jefferson-Pilot Investor Services, INC.Broker
August 1986 - December 1994 · 8 yrs 4 mos
State Registrations20 states
AZCADCDEFLGAILINMAMDMIMONCNJNYOHPASCVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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