CoverProfile

Chris Jones

Financial Advisor

JGP Wealth Management

United States, Oregon, Bend

About Me

Chris joined JGP Wealth Management in 2022 and brings over 15 years of experience in Financial Services, including over a decade with Fidelity Investments. Whether it’s family dynamics or crunching the numbers, Chris thrives in complex situations that require the next level of depth with family and financial planning. Chris was born and raised in Virginia and has spent most of his professional career living in the Southeastern U.S. Chris obtained dual bachelor’s degrees from St. Andrews Presbyterian College in North Carolina focusing on Business Management and Psychology. He also has the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Profile Information

Financial Advisor

JGP Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bend

Oregon

United States

Jan 10, 2025

More profiles to browse

Profile Photo
Will Paustian
Financial Advisor
Profile Photo
Ryan Coffee
Senior Financial Planner
SJ
Shannon Jones
Senior Portfolio Manager, Financial Planning Consultant
Profile Photo
Sarinah Gigliotti
Financial Planning Associate

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST