Founding Member · Axient Investment Advisors LLC
Charles M. Jones
CRD 4254460 · Named on Form ADV at one SEC-registered adviser
At a glance
Axient Investment Advisors LLC, an SEC-registered wealth manager based in Huntsville, AL with $454 million in regulatory assets, lists Charles M. Jones on its Form ADV as Founding Member, a control person.
Firms and roles
- Axient Investment Advisors LLCFounding MemberWealth manager · Huntsville, AL · $454M in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Stuart D. BridgesFounding Member / CEO, Axient Investment Advisors LLC
- John W PylantFounding Member / COO, Axient Investment Advisors LLC
- Mark E. SaundersFounding Member / CIO, Axient Investment Advisors LLC
- Allen G WallFounding Member / CFO, Axient Investment Advisors LLC
- Joseph A. GallagherFounding Member, Axient Investment Advisors LLC
2 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.