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Christopher Calvert Jones

Investment adviser representative at Delta Asset Management, LLC
18 yearsExperience
3 statesRegistered in
CFADesignation
$1.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

18 years in the industry.

  1. Delta Asset Management, LLCJun 2008 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 3 states (LA, TN, TX).

Delta Asset Management, LLC

$1.5BAssets managed
556Clients
5Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4748357
Firm CRD
113688
Advisor's SEC record (opens in a new tab)
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