Charles D. Jones Capital Management, Inc. is a private wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). Founded to provide objective and personalized financial guidance, the company operates on a fee-only basis, meaning its revenue comes directly from clients rather than from commissions on product sales. Their core services include discretionary investment management, detailed financial planning, and retirement planning. The firm prides itself on building long-term partnerships with clients to help them define and achieve their unique financial goals.

Founded in

United States