CHARLES ROBERT JONES, CFA, CFP®

Managing Director - Investment Officer

Address: 301 S. College, ONE WELLS FARGO CENTER, Charlotte, NC 28202-0000
Phone: 704-348-9535 | 877-819-5270    Fax: 704-715-4707

My Background

My Experience

  • 1989 - Present: Wells Fargo Advisors, Senior Vice President / Investments
  • 1984 - 1989: KPMG Peat Marwick, CPA

My Education & Credentials

  • Bachelor of Science in Business Administration
  • Major : Accounting
  • UNC Chapel Hill

My Community Involvement

  • Harris YMCA Youth Sports
  • Mecklenburg County Boy Scouts
Securities Registered in the following states: AL, DE, FL, GA, KY, MA, MO, NC, NJ, NY, OH, PA, SC, VA
Insurance licensed in the following states: AL, FL, GA, NC, OH, PA, SC, VA
CHARLES ROBERT JONES: Financial Advisor: Wells Fargo Advisors, LLC
United States: North Carolina: Charlotte Branch