Christopher Jones (CRD# 5984419) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 10 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services | Raleigh, NC | Sep 2021 - Current | 2 |
| First Citizens Bank | Charleston, SC | Sep 2021 - Current | 2 |
| Truist Investment Services, Inc. | Murrels Inlet, SC | Feb 2021 - Sep 2021 | < 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Sep 2021 | < 1 |
| Bb&t | Murrells Inlet, SC | Jan 2019 - Sep 2021 | 2 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Sep 2021 | 3 |
| Bbtis | Charlotte, NC | Aug 2015 - Sep 2021 | 6 |
| Bb&t Bank | Murrells Inlet, SC | Aug 2015 - Jan 2019 | 3 |
| Wells Fargo Advisors, LLC | Surfside Beach, SC | Aug 2013 - Aug 2015 | 2 |
| Wells Fargo Bank Na | Surfside Beach, SC | Sep 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- SC
-
Total Assets Under Management1,729MILLIONS
-
Total Number of Accounts6,086ACCOUNTS
-
Average Account Value$284,149
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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