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Christopher Craig Jones

Advisor at Primerica Advisors — Pontotoc, MS West Reynolds St

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Pontotoc, MS 38863

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,966

Across 1,249 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Christopher Jones is a financial advisor with Primerica Advisors in Amory, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

See office

Pontotoc, MS West Reynolds St

17 West Reynolds St, Ste A

Pontotoc MS 38863

Advisors at this office

4

Most active in

Mississippi

Work history

21 years of industry experience

Primerica Advisors

2005 - Present • 21 years

Pontotoc, MS

Primerica Financial services

2004 - Present • 22 years

Pontotoc, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

Series 63, Series 66

Pontotoc, MS

First Heartland Consultants, Inc.

John Ligon is a financial advisor with First Heartland Consultants, Inc. in Pontotoc, MS, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society. He is also an owner of Covenant Financial Group, which markets insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting

Stacey M

Series 66

Tupelo, MS

Edward Jones

Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar

Raymond H

Series 65, Series 63

Pontotoc, MS

Primerica Advisors

Raymond Hisaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Hisaw’s prior work includes roles at Gates Rubber Co. and Sonoco Products, alongside a long tenure with Primerica Financial Services beginning in 2003. Outside his advisory role, he is involved in sales of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services via a large network of advisors using model-based strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

William E

Series 66

Tupelo, MS

Merrill

William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.

Wealth management Retirement income strategy Tax-loss harvesting
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Neal C

Series 63, Series 66

Tupelo, MS

STIFEL

Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning

John B

Series 63, Series 66

Pontotoc, MS

Edward Jones

John Bourne is a financial advisor with Edward Jones in Pontotoc, Mississippi, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bourne serves on the Pontotoc Rotary Club board, the Pontotoc County Bodock Association board, and is a board member of North Mississippi Health Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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