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Christopher Jason Farmer

Vanderbilt Advisory Services

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About Christopher Jason Farmer

Christopher Farmer is an experienced financial advisor with over 20 years in the industry. Christopher holds a variety of licenses including Series 6, 7, and 66. Christopher currently works at Vanderbilt Advisory Services as a Registered Representative in their Columbus office. Christopher has prior experience at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIFTH THIRD SECURITIES, INC., THE HUNTINGTON INVESTMENT COMPANY, and PFS INVESTMENTS INC. Christopher specializes in financial planning and portfolio management for individuals and businesses. He has a strong track record of providing customized financial advice to meet the unique needs of his clients. Christopher's commitment to helping clients achieve their financial goals is evident in his dedication to building long-term relationships with them.

Firm Information

Christopher Farmer is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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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 Farmer’s Registration & Firm History

OH

07/15/2024 - Present

Vanderbilt Advisory Services (Columbus OH)

OH

06/19/2017 - 05/30/2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DUBLIN OH)

OH

03/02/2011 - 06/12/2017

FIFTH THIRD SECURITIES, INC. (REYNOLDSBURG OH)

OH

12/14/2009 - 02/15/2011

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

06/23/2004 - 12/15/2009

FIFTH THIRD SECURITIES, INC. (CANAL WINCHESTER OH)

GA

01/07/2003 - 03/26/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 02/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/06/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Jason Farmer. Review regulatory record here.
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