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Christopher Baxter Jones

Commonwealth Financial Network

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About Christopher Baxter Jones

Christopher Baxter Jones is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with Commonwealth Financial Network and has been with the firm since September 2015. Before that, Christopher was with Stephens Inc. from August 2005 to September 2015. Christopher has a wide range of experience in the financial services industry, including experience with both individuals and businesses. Christopher holds the Series 6, 7, 24, 52, 53 and 63 licenses, as well as the SIE exam. Christopher specializes in providing financial planning, portfolio management, and retirement planning services.

Firm Information

Christopher Jones is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Jones’s Registration & Firm History

TX

09/03/2015 - Present

Commonwealth Financial Network (Austin TX)

TX

08/26/2005 - 09/04/2015

STEPHENS (AUSTIN TX)

NJ

03/31/2000 - 09/22/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

03/02/1998 - 04/03/2000

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

04/01/1996 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

NA

06/07/1993 - 03/22/1996

NATIONSSECURITIES

MA

06/01/1992 - 06/07/1993

NATIONSBANC SECURITIES, INC. (BOSTON MA)

NY

01/23/1991 - 06/01/1992

NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)

MA

04/02/1990 - 01/25/1991

NCNB SECURITIES, INC. (BOSTON MA)

NA

09/20/1988 - 04/02/1990

NCNB TEXAS SECURITIES, INC.

NA

08/29/1986 - 05/01/1987

REPUBLICBANK FINANCIAL MARKETS, INC.

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Licenses & Designations

IA

Issued 09/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/1989

Series 24 - General Securities Principal Examination

BC

Issued 06/30/1988

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

BC

Issued 09/03/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/21/1984

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Baxter Jones.
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