Christopher Jason Wootton
ChFC®Professional Summary
Christopher Jason Wootton, ChFC® is a registered financial advisor currently at PINKERTON WEALTH PARTNERS located in Conroe, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christopher has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | KRISTOPHER CURTIS FINANCIAL | ESTATE STRATEGIES, INC.
Contact Information
Main Address
2000 John Loop, Coeur D'alene, ID 83814Phone Number
(800) 634-2008# of Employees
49SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
13,361AUM (Assets Under Management)
$1,439,082,849Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | KRISTOPHER CURTIS FINANCIAL | ESTATE STRATEGIES, INC.
State Registrations and Notice Filings
(3/30/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Jason Wootton's CRS (Customer Relationship Summary).
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