AdvisorOS Directory
Claim Profile
CJ

Charles David Jones

CHARLES D. JONES CAPITAL MANAGEMENT, INC.·WACO, Texas
Unclaimed Profile
5015 FORT AVENUE, WACO, TX 76710-5828CRD# 1987840Firm CRD# 118218
01

About

Charles David Jones is a registered financial advisor based in WACO, Texas, affiliated with CHARLES D. JONES CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CHARLES D. JONES CAPITAL MANAGEMENT, INC.
CHARLES D. JONES CAPITAL MANAGEMENT, INC.
AUM
$101M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHARLES D. JONES CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1987840
Firm CRD# 118218
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WACO?

Browse all registered financial advisors in WACO, Texas or claim this profile if it's yours.

Browse WACO AdvisorsAre you this advisor? Claim profile

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 Charles David Jones offer?
Charles David Jones specializes in Financial Planning, Investment Management. Contact their office in WACO, Texas for a consultation.
What are Charles David Jones's credentials?
Charles David Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles David Jones located?
Charles David Jones is based in WACO, Texas, working with CHARLES D. JONES CAPITAL MANAGEMENT, INC.. Their office serves clients in the WACO metropolitan area and surrounding communities.
How does Charles David Jones charge for services?
Charles David Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLES D. JONES CAPITAL MANAGEMENT, INC.?
CHARLES D. JONES CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $101M 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 →
Other advisors in WACO
Todd David Stoner — DISCIPLINED INVESTORS, L.L.C.Russell Clarke Livesay — DISCIPLINED INVESTORS, L.L.C.Thompson (nmn) Dean — JTS FUND ADVISORS, LLCCarl Jesse Chaney — JTS FUND ADVISORS, LLCScott Michael Granowski — ACADEMY CAPITAL MANAGEMENT
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile