Inactive

Christopher Todd Jones

Jgp Wealth Management, LLC

Claim This Profile

Current Employers

Jgp Wealth Management, Llc

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2022-10-26

OR RA
APPROVED

Since 2022-10-26

Branch Locations

2838 Nw Crossing Drive Suite 212, Bend, OR 97702 • United States

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Jacksonville	FL	08/2010	04/2022
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	04/2022
Jgp Wealth Management, Llc	Portland	OR	10/2022	Present
Sabbatical	Bend	OR	04/2022	10/2022

08/2010 → 04/2022

Fidelity Brokerage Services Llc

Jacksonville, FL
07/2018 → 04/2022

Fidelity Personal And Workplace Advisors

Boston, MA
10/2022 → Present

Jgp Wealth Management, Llc

Portland, OR
04/2022 → 10/2022

Sabbatical

Bend, OR

Previous Registrations

2018-07-13 → 2022-04-07

Fidelity Personal And Workplace Advisors

Boston, MA
2012-08-29 → 2018-07-13

Strategic Advisers Llc

Alpharetta, GA

Other Businesses

Musician; not investment-related; Portland, OR; 06/2025; 10 hours per month; 0 during securities trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-07-30
S63	Uniform Securities Agent State Law Examination	2010-11-24

S65 Uniform Investment Adviser Law Examination

2012-07-30
S63 Uniform Securities Agent State Law Examination

2010-11-24

Designations

Other Names

Chris Jones
Christopher Jones
Christopher Todd Jones

View on SEC IAPD

More in Bend, OR

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor