Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kevin Jones is an investment advisor representative registered with Grove Point Advisors, LLC. Charles Kevin Jones has been in the industry since August 5, 1986. Charles Kevin Jones is registered with the following states: Arizona, California, Delaware, District of Columbia, Florida, Georgia, Indiana, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia and West Virginia. Charles Kevin Jones is also a Registered Investment Advisor in Virginia. Charles Kevin Jones is a Chartered Financial Consultant. Charles Kevin Jones holds the following securities licenses: Series 6, Series 7 and Series 63. Charles Kevin Jones also holds the Uniform Investment Adviser Law Examination (Series 65). Charles Kevin Jones has a previous employment with JEFFERSON-PILOT INVESTOR SERVICES, INC.. Charles Kevin Jones is the owner of JONES, MEAD AND ASSOCIATES-INSURANCE ACTIVITY, and is a member of the finance and investment committee of ARLINGTON COMMUNITY FOUNDATION. Charles Kevin Jones is also the immediate past president and board member of ARLINGTON SENIOR BABE RUTH, head varsity tennis coach at Yorktown High School and a board member of HELPING HANDS SOCIETY OF GREATER WASHINGTON.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
IN
08/04/1986 - 12/31/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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