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Christopher Faulkner Jones

Fidelity Personal AND Workplace Advisors

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About Christopher Faulkner Jones

Christopher Faulkner Jones is a financial advisor with Fidelity Personal And Workplace Advisors in COVINGTON, KY. Christopher has been in the financial services industry since 1998. Christopher has a wide range of experience working with individual investors, businesses, and retirement plans. Christopher is registered to provide financial advice in 12 states and is also registered as a Registered Representative (Series 6, 7, 63, 66) and as a Principal (Series 26).

Firm Information

Christopher Jones is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

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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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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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

KY

03/17/2022 - Present

Fidelity Personal AND Workplace Advisors (COVINGTON KY)

OH

06/24/2013 - 12/17/2021

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

KY

01/27/2006 - 06/14/2013

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

GA

08/31/2004 - 11/17/2005

WORLD GROUP SECURITIES, INC. (DULUTH GA)

IL

10/18/2000 - 07/27/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

WI

07/29/1999 - 10/11/2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

07/29/1999 - 10/11/2000

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

FL

06/16/1997 - 12/31/1998

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 09/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Christopher Faulkner Jones. Review regulatory record here.
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