Claim Profile
WJ

Wesley Malone Jones

CAMG SOLAMERE MANAGEMENT, LLC·CHARLOTTE, North Carolina
Unclaimed Profile
6101 CARNEGIE BOULEVARD, CHARLOTTE, NC 28209CRD# 1763181Firm CRD# 150605
01

About

Wesley Malone Jones is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CAMG SOLAMERE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAMG SOLAMERE MANAGEMENT, LLC
QUEENS OAK ADVISORS
AUM
$578M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1763181
Firm CRD# 150605
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Wesley Malone Jones offer?
Wesley Malone Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Wesley Malone Jones's credentials?
Wesley Malone Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wesley Malone Jones located?
Wesley Malone Jones is based in CHARLOTTE, North Carolina, working with CAMG SOLAMERE MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Wesley Malone Jones charge for services?
Wesley Malone Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMG SOLAMERE MANAGEMENT, LLC?
CAMG SOLAMERE MANAGEMENT, LLC has approximately 6 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →