Christopher R. Jones
Professional summary
Christopher Ryan Jones, CFP®, who also goes by Chris R Jones, Chris Ryan Jones, is a registered financial advisor currently at AZALEA WEALTH MANAGEMENT LLC located in Glen Ellyn, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ryan Jones's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
March 6, 2020 - Present
AZALEA WEALTH MANAGEMENT LLC
January 4, 2013 - December 24, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
December 9, 2011 - December 24, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2020)
Exams
Current Firm
AZALEA WEALTH MANAGEMENT LLC
CRD#: 307567 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 14,789,321 |
Red Flags
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