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Christian Reynolds

4 Years of Experience
Fairport, NY
3 DisclosuresBroker

Christian Reynolds is a registered investment advisor at Edward Jones, based in Fairport, NY, with 4 years of industry experience. Christian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

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.

Annual Retainer:Up to $3,600/year
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Location

370 Woodcliff Dr, 1st Fl, Fairport, NY, 14450

Get directions

History

Regulatory History (3)
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Judgment / Lien
January 2025
Financial
November 2023
Final
Financial
June 2023
Final
Employment History
Current Registrations
Edward Jones
June 2024 - Present · 1 yr 11 mos
Edward JonesBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Citizens Securities, INC.
October 2022 - May 2024 · 1 yr 7 mos
Citizens Securities, INC.Broker
September 2022 - May 2024 · 1 yr 8 mos
Equitable Advisors, LLCBroker
October 2021 - August 2022 · 10 mos
State Registrations20 states
AZCACTFLGAKYMAMEMONCNJNYOHPASCTNTXUTVAWA
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.