CJ
CJ

Christopher Jones

27 Years of Experience
Saint Louis, MO
5 DisclosuresBrokerSells Insurance

Christopher Jones is a registered investment advisor at Arlington Securities, INC, based in Saint Louis, MO, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 320 clients with $120M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
320 clients
Average Client Portfolio
$365K average
Assets Under Management
$116.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Arlington Securities charges a percentage of the value of your portfolio for investment management. The exact percentage is agreed upon with the client. Fees are deducted from the account monthly, based on the month-end value. Arlington Securities covers transaction costs and custodian-related expenses. Fees are negotiable.

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Location

14323 S Outer 40 Dr, Saint Louis, MO, 63017

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2022
Final Disposition
Regulatory
September 2005
Final
Customer Dispute
December 2004
Settled
Regulatory
July 2000
Final
Customer Dispute
September 1999
Settled
Other Business ActivitiesSells Insurance

Christopher works for Insperity, consulting with business owners regarding business performance, dedicating nearly full-time hours to this role. He also sells fixed insurance through Wealth Protection Advisors, dedicating about 10-20% of his time to this activity since 2017.

Employment History
Current Registrations
Arlington Securities, INC.
April 2024 - Present · 2 yrs 1 mo
Arlington Securities, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Arlington Securities, INC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Arete Wealth Management, LLCBroker
December 2023 - April 2024 · 4 mos
Arete Wealth Advisors, LLC
July 2023 - April 2024 · 9 mos
Center Street Advisors, INC.
December 2018 - July 2023 · 4 yrs 7 mos
Center Street Securities, INC.Broker
August 2018 - November 2023 · 5 yrs 3 mos
1st Global Capital CORP.Broker
July 2016 - August 2017 · 1 yr 1 mo
1st Global Advisors INC
July 2016 - August 2017 · 1 yr 1 mo
Metlife Securities, INCBroker
September 2014 - June 2016 · 1 yr 9 mos
Metlife Securities INC.
March 2012 - July 2014 · 2 yrs 4 mos
Metlife Securities INC.Broker
November 2004 - July 2014 · 9 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
November 2004 - July 2007 · 2 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
March 1999 - January 2002 · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
October 1997 - November 2004 · 7 yrs 1 mo
State Registrations10 states
AZCACOFLGAILKSMIMOOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.