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Charles Jones

Chief Compliance Officer at Constellation Investments

Officer recordForm ADV filed 31 March 2026

Charles Jones is Chief Compliance Officer of Constellation Investments, Inc., a Montgomery investment adviser.

Career

Charles Jones has been Chief Compliance Officer of Constellation Investments since November 2024. Charles Jones is not listed as a control person, but directly owns under 5% of the firm.

Constellation Investments, Inc. is a Montgomery, OH firm with $31.5B under management, 14 clients and 8 advisers in one office, as of its March 2026 filing.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Charles Jones is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Charles Jones
CRD
8013146
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Charles Jones work?

Charles Jones has been Chief Compliance Officer of Constellation Investments, Inc. since November 2024.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Constellation Investments

Sources

  1. IAPD individual lookup, CRD 8013146. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Constellation Investments, Inc., filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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