Skip to content

Christopher Richard Jones

Investment adviser representative at Fsa Wealth Partners
13 yearsExperience
1 stateRegistered in
$819.7MFirm assets
43 yearsFirm in business

Are you Christopher Richard Jones? Claim your profile

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

13 years in the industry.

  1. Fsa Wealth PartnersFeb 2023 to now
  2. Financial Services Advisory, Inc.Jan 2023 to now
  3. Secretariat InternationalOct 2022 to Dec 2022
  4. Pfs PartnersMay 2021 to Sep 2022
  5. Norwich UniversityAug 2017 to May 2021
  6. Sterling High SchoolSep 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (MD).

Fsa Wealth Partners

Legal name: Fsa Wealth Partners, Inc.

$819.7MAssets managed
698Clients
8Advisers
43 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
7260752
Firm CRD
104513
Advisor's SEC record (opens in a new tab)
CallContact this firm