Christopher Jason Beller
Investment adviser representative at Cyndeo Wealth Partners
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cyndeo Wealth PartnersSep 2026 to now
- Daybright FinancialAug 2019 to Sep 2026
- JP Morgan Securities LLCFeb 2018 to Jul 2019
- JPMorgan Chase Bank, NAJul 2017 to Jul 2019
- Trading Screen Brokerage Services, LlOct 2016 to Jul 2017
- Trading Screen, Inc.Oct 2016 to Jul 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cyndeo Wealth Partners
Legal name: Cyndeo Wealth Partners, LLC
$3.2BAssets managed
1,225Clients
19Advisers
6 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
- 5202179
- Firm CRD
- 307781