JONES CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JONES CHARLES appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SAGE, RUTTY & CO., INC. | DIRECTOR | ROCHESTER, NY |
| — | Form ADV | CHARLES D. JONES CAPITAL MANAGEMENT, INC. | PRESIDENT | WACO, TX |
| — | Form ADV | ALPINE CAPITAL MANAGEMENT, LLC | MANAGER & CCO | NAPLES, FL |