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Charles Jones, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Charles Jones

Private Wealth Advisor

Chief Executive Officer of
Luminate

An Ameriprise Private Wealth Advisor

23
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Education

  • Bachelor of Economics from Louisiana State University

Awards & recognition

  • Ameriprise Circle of Success Chairman’s Advisory Council, 2019-2025
  • Barron’s Top 1,200 Financial Advisors, 2022-2025
  • Forbes Best-in-State Wealth Advisors, 2022-2025
  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • 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

Community participation

Interests

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.

Honored to be recognized in Forbes

I’m excited to share that Luminate has been named to the 2024 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.