Charles Jones in Dallas, TX

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Retirement Planning Strategies
Wealth Preservation Strategies
Employee Stock Options
Executive Compensation and Benefit Strategies
Financial Planning for Small Business
Cash Flow Management Strategies
Estate Planning Strategies
Tax Planning Strategies
Retirement Income Strategies
Investments
Insurance
Retirement Plan Distribution
Saving for Education
Family Finances
Social Security Retirement Benefits
Charitable Giving Strategies

Bachelor of Economics from Louisiana State University

Barron's Top 1,500 Financial Advisors, 2026
Forbes Best-in-State Wealth Advisors, 2022-2026
Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2026
Barron's Top 1,200 Financial Advisors, 2022-2025
Ameriprise Circle of Success Chairman's Advisory Council, 2019-2025
Ameriprise Ultimate Digital Excellence Award, 2021, 2023-2024
Ameriprise Circle of Success, 2010-2021
Five Star Wealth Manager, 2012-2019
D Magazine Best Financial Planner, 2012-2017

I’m excited to share that Luminate has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Our team volunteering at Feed My Starving Children, Dallas

Feed My Starving Children
Feeding Texas
Living Waters for the World
Operation Kindness - Texas Lifesaving Animal Shelter

To run away from the city life, I enjoy spending time with my family at our ranch in North Texas – my happy place, where I relax and reset.

5 albums

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My Family

Ameriprise National Day of Service

Team Photos

Conferences

Our Offices

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations for retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Ameriprise Financial and/or its financial advisors can pay Barron’s for additional advertising-related materials. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
The Ameriprise Ultimate Digital Excellence Award is an internal award for advisors based on data compiled within the award calendar year. Recipient advisors must meet award thresholds for using digital applications and eSignatures which may change year to year. Advisors may additionally name up to four individuals who were instrumental in achieving the required metrics.
The Five Star Wealth Manager award (the “FSWM award”) is administered by Crescendo Business Services, LLC (dba Five Star Professional). Data for the FSWM award was gathered during the current or prior year. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase marketing materials from Five Star Professional, including additional profile ad space or promotional products. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory, complaint, employment, bankruptcy and felony review (as defined by Five Star Professional); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Noninstitutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. For more information on the FSWM award and the research/selection methodology, go to https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf. FSWM award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. The FSWM award does not evaluate the quality of services provided and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected Five Star Wealth Managers will be awarded this accomplishment by Five Star Professional in the future. For more information about FSWM market research statistics, go to https://www.fivestarprofessional.com/wmdisclosures.
Selection based on an evaluation of nominated Certified Financial Planner™ practitioners conducted by a panel of highly esteemed Dallas-Fort Worth area Certified Financial Planner™ practitioners. No more than 11% of evaluated advisor were selected as Best Financial Planner. Working with this financial professional is not a guarantee of future success. Investors should conduct their own evaluations of a financial professional.
Million Dollar Round Table (MDRT) is an independent association of the world's leading life insurance and financial services professionals. Membership in MDRT is based on minimum commission and gross business generated within a year. MDRT status designations are granted for one year, and members must apply annually to continue their affiliation with MDRT. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client.
This information is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. It is given as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
An Ameriprise Financial Franchise
The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

My profile

Saving for the future

Areas of focus

Education

Awards & recognition

Professional associations

Honored to be receive recognition

Community participation

Interests

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Private Wealth Advisors

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My profile

Saving for the future

Areas of focus

Education

Awards & recognition

Professional associations

Newsletter sign up

Honored to be receive recognition

Community participation

Interests

My photos

Private Wealth Advisors

Connect with me