Caroline Jones
Caroline Jones is a registered investment advisor at Wells Fargo Advisors, based in Philadelphia, PA, with 7 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
2327 Frankford Ave, [Satellite], Philadelphia, PA, 19125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Caroline is a musician, author of several children's books, and co-founder of Fishtown Connect. She also owns Crown Wealth Management, LLC and Crown Coaching & Consulting LLC, and works as a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week to the insurance business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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