Charles Jones is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
6135 Park South Drive, Suite 576 5th Fl, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles has 100% ownership of Mecklenburg Wealth Management LLC, a financial practice. He dedicates full-time hours to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations11 states
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