Christopher JonesCRD Number: 5042821
Current Firm: Virtus Investment Advisers, Inc.
Christopher Jones (CRD# 5042821) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 16 years of experience in the finance industry.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Vp Distributors LLC||Marietta, GA||Aug 2015 - Current||6|
|Virtus Investment Partner||Marietta, GA||Jul 2015 - Current||6|
|Pioneer Investment Management Usa Inc.||Boston, MA||Oct 2013 - Jul 2015||1|
|Ridgeworth Distributors LLC||Atlanta, GA||Apr 2011 - Oct 2013||2|
|Ridgeworth Capital Management||Atlanta, GA||Mar 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management64,567MILLIONS
Total Number of Accounts80ACCOUNTS
Average Account Value$807,087,500
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.