Christopher Jones
Christopher Jones is a registered investment advisor at LPL Financial LLC, based in Conroe, TX, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Conroe, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2017Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Christopher operates Jones Wealth Management as a DBA for his LPL business and for non-variable insurance sales, dedicating minimal time to the latter. He also formed CJWM Financial LLC for tax/investment purposes, spending nearly full-time hours on it, especially during trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Aig Financial Advisors, INC.Broker
Sentra Securities CorporationBroker
Oxford Financial GroupBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Signator Investors, INC.Broker
Princor Financial Services CorporationBroker
State Registrations8 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.