Unclaimed
Christopher Jones has been a financial professional since 2000, and holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Christopher specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. He is currently registered as an Investment Advisor Representative (IAR) with IFG Advisory, LLC and also holds a broker-dealer registration with LPL Financial, LLC. Christopher has a deep understanding of the financial industry, and is committed to providing clients with personalized advice and strategies to help them achieve their financial goals. He has extensive experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Christopher is dedicated to helping clients make informed decisions and feel confident about their financial future.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/10/2022 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
09/24/2009 - 11/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
05/03/2006 - 10/02/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NY
08/02/2005 - 05/10/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
01/02/2002 - 08/04/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
09/19/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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