Charles D. Jones, CFP® Born in Winnsboro, Louisiana, Charlie graduated from Baylor University and from Baylor Law School. After being admitted to the Texas Bar, he began his career in the trust department of Citizens National Bank of Waco (now Bank of America). While there, he was responsible for all trust activities, served on the bank’s management committee, and was the corporate counsel to the bank and its non-bank affiliates. After a decade at the bank, he helped form Granowski and Jones Capital Management, Inc. Then two years later, Charlie founded
Charles D. Jones Capital Management, Inc., a registered investment advisory firm providing personalized financial planning and investment management on a fee-only basis for individuals, trusts, foundations, and retirement plans. Charlie is a Member of the
State Bar of Texas and the
Waco-McLennan County Bar Association.
He is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Licensed Life and Health Insurance Counselor, and a
NAPFA Registered Financial Advisor.
Charlie is actively involved in the Waco community, having served on many corporate and charitable boards. He has completed four triathlons for the
Leukemia and Lymphoma Society and is on the
Habitat for Humanity Cabinet Crew. He and his wife Becky have been married over thirty years and have three adult children. He is trying to improve his skills at water skiing and golf.
For further details on Charlie's background and credentials, view his
LinkedIn profile.