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Charles Prentiss Jones

ECHELON CAPITAL STRATEGIES, LLC·OAKLAND, California
Clean recordECHELON CAPITAL STRATEGIES, LLC
555 12TH STREET, OAKLAND, CA 94607CRD# 5348518Firm CRD# 169484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Prentiss Jones · OAKLAND, CA
Registration
CRD #5348518 · ECHELON CAPITAL STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Prentiss Jones is a registered financial advisor based in OAKLAND, California, affiliated with ECHELON CAPITAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ECHELON CAPITAL STRATEGIES, LLC
ECHELON ASSET MANAGEMENT
AUM
$14M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ECHELON CAPITAL STRATEGIES, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5348518
Firm CRD# 169484
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Prentiss Jones offer?
Charles Prentiss Jones specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Charles Prentiss Jones's credentials?
Charles Prentiss Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Prentiss Jones located?
Charles Prentiss Jones is based in OAKLAND, California, working with ECHELON CAPITAL STRATEGIES, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Charles Prentiss Jones charge for services?
Charles Prentiss Jones's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECHELON CAPITAL STRATEGIES, LLC?
ECHELON CAPITAL STRATEGIES, LLC has approximately 5 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ECHELON CAPITAL STRATEGIES, LLC

William James Trenchard
OAKLAND, CA
Aamir Mohammad Sheikh
OAKLAND, CA
Andrew Thomas Rudd
OAKLAND, CA

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Research
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