Christopher Andrew Jones

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2007 → Present
  Pentrust Wealth Management, Llc
  Lee'S Summit, MO
• 07/2000 → 11/2023
  Fsc Securities Corporation
  Atlanta, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Lee'S Summit, MO

Previous Registrations

• 2003-05-23 → 2023-11-03
  Fsc Securities Corporation
  Lee'S Summit, MO
• 1994-05-17 → 2011-04-01
  Pentrust Advisors
  Kansas City, MO

Other Businesses

1) LAW OFFICE OF CHRISTOPHER JONES, LC POSITION: Owner - NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 10/21/1999 ADDRESS: PO Box 2449, Lee's Summit MO 64063, United States DESCRIPTION: Document drafting and review, entity formation, strategic planning, general corporate practice. 2) PENTRUST WEALTH MANAGEMENT, LC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: PO Box 2449, Lee's Summit MO 64063, United States DESCRIPTION: Life Insurance sales, ltc, health insurance, disability insurance 3) PENTRUST SOLUTIONS, LC POSITION: n/a NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2009 ADDRESS: 2317 NE Lake Breeze Lane, Lee's Summit MO 64086, United States DESCRIPTION: None. For name reservation purposes only. 4) PENTRUST CONSULTING, LLC POSITION: n/a NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2000 ADDRESS: 2317 NE Lake Breeze Lane, Lee's Summit MO 64086, United States DESCRIPTION: N/A 5) PENTRUST ADVISORS, LC POSITION: n/a NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2006 ADDRESS: 2317 NE Lake Breeze Lane, Lee's Summit MO 64086, United States DESCRIPTION: None. Entity is for reservation of the name only. 6) TRUSTEE POSITION: Trustee NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 DESCRIPTION: co-trustee of a revocable trust 7) PENTRUST WEALTH MANAGEMENT, LC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2007 ADDRESS: PO Box 2449 Lee's Summit, MO. 64063, 2317 NE Lake Breeze Lane, Lee's Summit MO 64086, United States DESCRIPTION: Faciliate Osaic Wealth, Inc. activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-06
• S63 Uniform Securities Agent State Law Examination
  1993-11-15

Other Names

• Christopher A Jones