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Christopher K Jones

Advisor at Edward Jones — Franklin Lakes, NJ

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Franklin Lakes, NJ 07417

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,153 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Christopher Jones is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Prior to joining Edward Jones, he held various roles in the theater and entertainment sectors, including positions at the Goodman Theatre, Chicago Shakespeare Theatre, and Paramount Theatre. Outside of finance, he has been involved in talent, entertainment, and media services through his own ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Franklin Lakes, NJ

851 Franklin Lake Road, Suite 208

Franklin Lakes NJ 07417

Advisors at this office

2

Most active in

New Jersey

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Unemployed

2026 - 2026 • 1 year

Passaic, NJ

Old Globe Theater

2025 - 2025 • 1 year

San Diego, CA

Marriott Theatre

2025 - 2025 • 1 year

Lincolnshire, IL

RFMB Lincolnshire Theatre

2025 - 2025 • 1 year

Lincolnshire, IL

Goodman Theatre (Chicago Theater Group)

2024 - 2024 • 1 year

Chicago, IL

Takeone Network Corp.

2024 - 2025 • 1 year

Chicago, IL

Paramount Theatre

2024 - 2024 • 1 year

Aurora, IL

Marriot Theater

2024 - 2024 • 1 year

Lincolnshire, IL

RFMB Lincolnshire Theatre

2024 - 2024 • 1 year

Lincolnshire, IL

Amazon Co Svcs

2023 - 2024 • 1 year

Chicago, IL

Bungalow Soldiers

2023 - 2024 • 1 year

Chicago, IL

Chicago Shakespeare Theatre

2023 - 2023 • 1 year

Chicago, IL

Universal City Studios, LLC

2023 - 2026 • 3 years

Los Angeles, CA

Extreme Reach Talent

2023 - 2023 • 1 year

Chicago, IL

Marriott Theater

2023 - 2023 • 1 year

Lincolnshire, IL

Crosstown Fitness, C & G Venture Concepts

2023 - 2026 • 3 years

Chicago, IL

RMFB Lincolnshire Theatre

2023 - 2023 • 1 year

Lincolnshire, IL

Paramount Theatre

2022 - 2023 • 1 year

Aurora, IL

Theatre Squared

2022 - 2022 • 1 year

Fayetteville, AR

Chicago Shakespeare Theatre

2022 - 2022 • 1 year

Chicago, IL

Stages St. Louis

2021 - 2021 • 1 year

Saint Louis, MO

Hiit Group LLC

2021 - 2022 • 1 year

Chicago, IL

Chicago Shakespeare Theatre

2021 - 2021 • 1 year

Chicago, IL

The Glowing Fox Company

2021 - 2022 • 1 year

Chicago, IL

Talent, Entertainment and Media Services, LLC

2020 - 2026 • 6 years

Chicago, IL

New Caps, LLC

2020 - 2026 • 6 years

Chicago, IL

GEP Talent Svcs

2019 - 2019 • 1 year

Burbank, CA

City Church Fellowship

2019 - 2020 • 1 year

Chicago, IL

Goodman Theatre (Chicago Theatre Group)

2019 - 2019 • 1 year

Chicago, IL

Extreme Reach Talent Inc

2019 - 2019 • 1 year

Chicago, IL

Theater at the Center

2018 - 2018 • 1 year

Munster, IN

RMFB Lincolnshire Theater

2018 - 2018 • 1 year

Chicago, IL

Under The Streetlamp, LLC

2016 - 2017 • 1 year

Chicago, IL

SELF

2016 - 2026 • 10 years

Chicago, IL

Disclosures

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

Business activities & affiliations

Brandon F

CPA, Series 65

Township of Washington, NJ

Capital Gains Advisory

Brandon G. Furlan is an advisor at Capital Gains Advisory LLC, a New Jersey fee-only registered investment adviser, and holds the Series 65. He is also a Certified Public Accountant licensed in New Jersey. Before Capital Gains Advisory, he earned a B.S. in Accounting from Rutgers University and spent several years in Finance Transformation at a Big Four consulting firm.

Cash flow / budgeting Tax strategies for small businesses Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Founder/Business Owner Young Professionals
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Brian A

Series 7, Series 66

Parsippany, NJ

Comprehensive Wealth Services, LLC

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Passive / index investing Retirement income strategy Social Security optimization General tax planning Active portfolio management Founder/Business Owner

Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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