Christopher Todd Jones

Employer firm

Jgp Wealth Management, LLC CRD 290694

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2010 → 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

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

Designations

• Certified Financial Planner

Other Names

• Chris Jones
• Christopher Jones
• Christopher Todd Jones