Christopher L. Jones
Alpharetta, GA 30022
Fax | 678-559-0467
E-mail | Christopher.firstname.lastname@example.org
Chris’s specialty is working with individual clients to create a comprehensive investment and financial strategy, helping them to work towards their goals and objectives. Planning, allocation, research and trading are all included in the holistic approach, centered solely on the needs of his clients and their families.
Areas of Expertise
- Investment Allocation
- Financial Planning
- Market Research and Analytics
- Series 7, 63,and 31 held through LPL Financial and Series 65 held through IFG Advisory, LLC
- BA- Emory University
- PIA Portfolio Manager (LPL Version)
Outside The Office
Chris spends his free time with his wife and two children, Davis and Harper. They are involved with their local PTO and community social boards, as well as youth sports programs. Chris and his wife Aliana also enjoy yoga and competitive tennis.