Christopher Jones is a Certified Financial Planner Practitioner™ and assists clients working towards their financial objectives based on a thorough assessment, individualized guidance and practical recommendations. He is committed to building long-term, trusting relationships with each of his clients in order to truly understand their goals and to provide them with prudent options tailored to their specific situation.
Being affiliated with an independent financial planning firm (Securities America, Inc.) allows Chris to be objective when offering financial life planning and investment advice. Since Securities America, Inc. does not manufacture any products, Chris and his team search for the most ideal solutions that fit his client's needs.
Chris graduated with a degree in Finance from Marist College and has over 20 years experience in the financial services industry.
Chris is FINRA series 7 and 63 licensed. He is licensed as a life, health and variable annuity agent. Chris received his Certified Financial Planner™ designation in 2008.
Chris is a devoted husband and father and lives in Centerport, NY. Chris enjoys playing golf and ice hockey, traveling and hiking throughout the country.