Christopher Jackson
Christopher Jackson is a registered investment advisor at Trunorth Financial Services, INC., based in Chambersburg, PA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 445 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees may be negotiated or discounted with approval by the Owner and CEO.
Fee Estimator
Location
425 Phoenix Drive, Chambersburg, PA, 17201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is involved with several organizations, including an investment club, a university finance advisory council, a campus ministry foundation, and a camp meeting finance committee. These activities involve discussing investments, advising finance students, overseeing a board, and managing investments, taking minimal time overall.
Employment History
Current Registrations
Trunorth Financial Services, INC.
Previous Registrations
Invariant Investment Corporation
Team Financial Managers
State Registrations2 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.
Exams
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