Charles William Jones
Investment adviser representative at Gradient Advisors, LLC
12 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
Are you Charles William Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Gradient Advisors, LLCAug 2024 to now
- Goals Based Financial PlannersFeb 2020 to now
- Regions BankFeb 2018 to Apr 2020
- Suntrust BankDec 2016 to Feb 2018
- NovacopySep 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn 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
- 7971329
- Firm CRD
- 152665