Christopher Baxter 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

• 09/2015 → 06/2025
  Commonwealth Financial Network
  San Diego, CA
• 03/2018 → 09/2022
  Planwise Financial Group
  Austin, TX
• 09/2022 → Present
  Reed Lake Private Wealth
  Austin, TX
• 06/2025 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2005-08-26 → 2015-09-04
  Stephens
  Austin, TX
  Austin, TX
• 2000-03-31 → 2005-09-22
  Ubs Financial Services Inc.
  Austin, TX

Other Businesses

1. Owner, Christopher B Jones, LLC dba Reed Lake Private Wealth; a private entity established to facilitate securities, advisory, and insurance business; as of 3/29/2018; 90% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; As of 09/03/2015; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-Trustee for non-client Trust; As of 01/2012; 0% time spent during business hours; Not conducted at branch; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-25
• S63 Uniform Securities Agent State Law Examination
  1985-12-17

Other Names

• Chris Jones