Christopher Ryan Jones

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 06/2024
  Securities America, Inc
  Jericho, NY
• 01/2005 → 06/2024
  Securities America Advisors, Inc.
  Jericho, NY
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Jericho, NY
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Jericho, NY
• 11/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → Present
  Full Spectrum Financial Solutions
  Jericho, NY

Previous Registrations

• 2024-06-14 → 2024-11-12
  Osaic Wealth, Inc.
  Jericho, NY
• 2021-08-11 → 2024-06-14
  Securities America Advisors, Inc.
  Jericho, NY

Other Businesses

Fixed insurance sales; as of 9/17/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-16

Designations

• Certified Financial Planner