Charles Jones
Charles Jones is a ChFC-designated registered investment advisor at Spc, based in Sioux Falls, SD, with 11 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
6901 S. Lyncrest Place Suite 102, Sioux Falls, SD, 57108
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
Charles is a musician, a city council member, and a personal financial counselor for military personnel. He also sells insurance products, including fixed index annuities, and provides financial services through Parkland Securities as Sasquatch Financial Group, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Nylife Securities LLCBroker
State Registrations7 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
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