CJ
CJ

Charles Jones

30 Years of Experience
Huntsville, AL
Broker

Charles Jones is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

305 Church Street, Huntsville, AL, 35801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Charles is involved with a private company since 2015. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
August 1995 - April 2007 · 11 yrs 8 mos
The Robinson-Humphrey Company INC.Broker
June 1995 - August 1995 · 2 mos
Chatfield Dean & CO., INC.Broker
October 1994 - December 1994 · 2 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.