Advisor photo for Charles Jones

Charles Jones

Private Wealth Advisor

Chief Executive Officer of

Luminate

A private wealth advisory practice of Ameriprise Financial Services, LLC

An Ameriprise Private Wealth Advisor

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Helping you achieve the financial goals that matter most is what I do best. Whether you’re buying your first home, saving for college or planning for retirement, you can rely on me to help you navigate the future with greater confidence. We offer personalized financial advice, investment strategies and a range of solutions based on your needs and risk tolerance. Schedule a complimentary initial consultation to discuss how I can help you reach your financial goals.

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Now Playing

How could the U.S.-Iran conflict impact investors?

How could the U.S.-Iran conflict impact investors?

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy. (3:55)

March 13, 2026

Is the housing market poised for a comeback in 2026? March 16, 2026

U.S.-Iran conflict: A guide for investors March 12, 2026

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I’m proud to share that Barron’s has recognized me on their 2026 Top 1,500 Financial Advisors list! Our mission as advisors is to deliver clarity, personalized guidance, and strategies that empower you to make confident decisions about your financial future. This recognition is a reflection of that commitment and the trust you place in us every day. Thank you to our incredible clients and team—your partnership inspires everything we do.

Events

Understanding AI: A practical guide for everyday life

APR 1, 2026 / 4:30 PM - 5:30 PM

Join us for an engaging webinar on AI and what it means for the way we live and work. We’ll simplify the basics, highlight real‑life uses...

Market and Economic Update

APR 30, 2026 / 4:30 PM - 5:30 PM

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility...

Market and Economic Update

JUL 23, 2026 / 4:30 PM - 5:30 PM

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility...

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Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

The Luminate Difference

The Luminate Difference

Helping our clients reach their goals

(2:47)

Our Purpose

Our Purpose

Since 1894, Ameriprise Financial has been providing personal financial advice to help people reach their goals with confidence. Six generations of clients have counted on us through changing times. Our personal financial advisors take the time to know what matters most to you so we can help you reach your financial goals today and still be prepared for tomorrow. (0:30)

Charles Jones may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0I91652

AR License #7148646