Calvin Jones, financial advisor Raleigh NC
96 score

Calvin Jones

CRD Number: 3018429
Current Firm: Wells Fargo Advisors Financial Network, LLC

Calvin Jones (CRD# 3018429) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Raleigh, NC and has over 18 years of experience in the finance industry. Calvin Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Raleigh, NC Mar 2011 - Current 5
Morgan Stanley Smith Barney Raleigh, NC Jun 2009 - Mar 2011 1
Citigroup Global Markets Inc. Raleigh, NC Apr 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Calvin D. Jones
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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