Christopher Colon is a registered investment advisor at Edward Jones, based in Trinity, FL, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
10720 State Road 54, Trinity, FL, 34655
Get directionsHistory
Regulatory History (3)
Financial
November 2021Financial
June 2019Customer Dispute
February 2004Other 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
Edward Jones
Previous Registrations
Edelman Financial Engines
LPL Financial LLCBroker
LPL Financial LLC
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Franklin Templeton Financial Services CORP.Broker
Franklin/templeton Distributors, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Amsouth Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations4 states
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.