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Christopher Colon

Edward Jones
23 Years of Experience
Trinity, FL
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Christopher Colon is a registered investment advisor at Edward Jones, based in Trinity, FL, with 23 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10720 State Road 54, Trinity, FL, 34655

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History

Regulatory History (3)
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.
Financial
November 2021
Final
Financial
June 2019
Final
Customer Dispute
February 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher works in hospitality and concierge services for LIVUnLtd, providing building access, accepting packages, and reserving amenities. This takes about 35-50 hours per month and is not investment related.

Employment History
Current Registrations
Edward JonesBroker
October 2025 - Present · 1 yr
Edward Jones
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Edelman Financial Engines
February 2024 - September 2025 · 1 yr 7 mos
LPL Financial LLCBroker
September 2022 - July 2023 · 10 mos
LPL Financial LLC
September 2022 - July 2023 · 10 mos
Horace Mann Investors, INC.
March 2021 - February 2022 · 11 mos
Horace Mann Investors, INC.Broker
June 2020 - February 2022 · 1 yr 8 mos
Raymond James & Associates, INC.
March 2019 - June 2019 · 3 mos
Raymond James & Associates, INC.Broker
March 2019 - June 2019 · 3 mos
USAA Investment Management Company
October 2016 - March 2019 · 2 yrs 5 mos
USAA Investment Management CompanyBroker
July 2016 - March 2019 · 2 yrs 8 mos
USAA Financial Planning Services
October 2013 - November 2016 · 3 yrs 1 mo
USAA Financial Advisors, INC.Broker
July 2013 - November 2016 · 3 yrs 4 mos
Franklin Templeton Financial Services CORP.Broker
June 2011 - June 2013 · 2 yrs
Franklin/templeton Distributors, INC.Broker
March 2006 - June 2013 · 7 yrs 3 mos
H&r Block Financial Advisors, INC.
August 2003 - January 2004 · 5 mos
H&r Block Financial Advisors, INC.Broker
November 2002 - January 2004 · 1 yr 2 mos
Amsouth Investment Services, INC.Broker
June 2001 - May 2002 · 11 mos
Morgan Stanley Dw INC.Broker
October 1999 - June 2001 · 1 yr 8 mos
Franklin/templeton Distributors, INC.Broker
October 1997 - August 1999 · 1 yr 10 mos
State Registrations4 states
FLGAOHPA
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.
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