CJ
CJ

Christopher Jones

5 Years of Experience
BrokerSells Insurance

Christopher Jones is a registered investment advisor at Vision401k, based in Brentwood, TN, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

205 Powell Place, Suite 358, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher works as a Financial Service Rep and Regional Director for Vision401(k), dedicating about half of his time to servicing 401k plan participants and facilitating new business. He is also a Managing Partner at Vision Financial, focusing on providing additional services such as insurance, which takes about a quarter of his time.

Employment History
Current Registrations
Vision401k
January 2024 - Present · 2 yrs 3 mos
Silver Oak Securities, INC.
April 2022 - Present · 4 yrs
Silver Oak Securities, IncorporatedBroker
January 2021 - Present · 5 yrs 3 mos
State Registrations8 states
ALFLGAINKYMNORTN
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.