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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Brian Jones is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Morgan Stanley in State College, Pennsylvania. Christopher is also registered with the Securities Industry and Financial Markets Association (FINRA) and holds Series 7, Series 63, and Series 65 licenses. Before joining Morgan Stanley, Christopher worked at CITIGROUP GLOBAL MARKETS INC. Christopher provides investment advice to individuals, families, and businesses. Christopher also offers financial planning services, including retirement planning, college savings, and estate planning. Christopher holds a degree from Penn State University and is an active member of the community.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
07/20/2011 - Present
Morgan Stanley (State College PA)
PA
03/08/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STATE COLLEGE PA)
MO
04/16/2001 - 10/16/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 04/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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