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Our financial advice team

Charles Jones

Charles Jones


Private Wealth Advisor

Managing Partner of
Jones, Cannon and Scofield
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Small Business
  • Charitable Giving

Community participation

Our Office supports Airborne Angel Cadets of Texas, Dallas Citizens Fire Academy, Meals on Wheels, Austin Street Center and Ronald McDonald House of Dallas

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Ameriprise Chairman's Advisory Council, 2019-2021
  • Ameriprise Circle of Success, 2010-2020
  • Five Star Wealth Manager, 2012-2019
  • D Magazine Best Financial Planner, 2012-2017


  • Chartered Retirement Planning Counselor SM


  • Bachelor of Economics from Louisiana State University

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