Charles P. Jones,  CFP<sup>&reg;</sup> - Financial Advisor

Charles P. Jones, CFP®

NW Assest Management

17440 Holy Names Dr., Unit 424
Lake Oswego, OR 97034-5147
(800) 808-1285
(503) 291-1313


Charles Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NW Assest Management in Lake Oswego, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Insurance Licenses

  • Life insurance: OR,WA
  • Health/disability insurance: OR,WA
  • Fixed annuities: OR,WA
  • Variable annuities: OR,WA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Startup, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs


Helpful Financial Planning Resources