Charles Jackle, CFP

I have worked as a Financial Advisor to both individual and institutional investors since 1995. I am honored to be named to the 2026 Forbes Best-In-State Wealth Advisors, as well as being awarded as a member of the 2026 Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
Before joining Wells Fargo Advisors in 2010 and being a Managing Director - Investments, I was Senior Vice President for Wachovia Investments for 12 years, and Morgan Stanley for 3 years. I also have been an Ad Junct Professor at Oglethorpe and Kennesaw State Universities. I hold a Bachelor's degree in Marketing from the Auburn University and have been certified as a CERTIFIED FINANCIAL PLANNER® since 2001.

After 16 years of helping clients build wealth at the Marietta office, I am pleased to share that I have established my practice at the Wells Fargo Advisors office in Alpharetta. This move helps enhance my ability to provide more individualized investment planning strategies, focus more closely on portfolio management, continue offering one‑on‑one guidance, and deliver personalized strategies aligned with each client’s unique financial goals.

My mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity.

Away from the office, I also enjoy fishing and outdoor activities. My family and I have lived in Marietta/East Cobb area for 35 years.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.