Charles Michael Jones
Investment adviser representative at Axient Investment Advisors LLC
13 yearsExperience
2 statesRegistered in
$454MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Axient Investment Advisors LLCFeb 2026 to now
- Stonex Securities IncAug 2018 to now
- Stonex Advisors IncAug 2018 to Feb 2026
- Raymond James & Associates, Inc.Feb 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Axient Investment Advisors LLC
$454MAssets managed
768Clients
14Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4254460
- Firm CRD
- 336722