Christopher J. Jones
Managing Associate - CLU, CFP, CLTC, ChFC, LTUCF, FICF
Christopher J. Jones is a Managing Director at the Center for Wealth Preservation, headquartered in Syosset, New York. Mr. Jones employs over twenty years of experience in the financial services industry managing his practice with a team of experienced planners. His practice as a financial planner specializes in estate, business, investment, and retirement planning in addition to working with non-profit organizations to develop planned giving programs.
Prior to joining CWP, Mr. Jones was a partner at the Financial Solutions Group with Sagemark Consulting. During his career, Mr. Jones has moved vertically, holding positions ranging from Financial Advisor to Managing Partner. While working as a Lead Managing Partner, Mr. Jones received the Master Agency Award and International Management Award – Platinum level from GAMA. MD, VA, MO, and DC.
Mr. Jones has attained the Chartered Financial Consultant, and Chartered Life Underwriter (from the Chartered Life Underwriter Institute), among other professional designations. Furthermore, Mr. Jones is a Special Care Planner.
Mr. Jones, an active community volunteer, is a past Chair of the Board of the Long Island Lutheran High School, a past Board Chair of Lutheran Social Services of New York, a current Board Member of the Bethlehem Fund of New York City and Long Island Lutheran Day School in East Northport, NY. He also is Past President of the Lutheran Church of Resurrection in Garden City. Mr. Jones has received numerous awards including: Wheat Ridge Ministries, “Seeds of Hope” award in 2003, LCMS Atlantic District – “Witness in the Public Square” award in 2004 and Long Island Lutheran High School, “Rev. Ed Visscher” award in 2009. Mr. Jones currently resides in Oyster Bay with his wife, Madelaine, and three children.
Mr. Jones’ office is located at 6800 Jericho Turnpike in Syosset, the New York headquarters of CWP. His telephone number is (516) 682-3379. He may also be reached by e-mail at firstname.lastname@example.org.
Christopher J. Jones is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc., Member SIPC (www.sipc.org) Supervisory office: 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, (516) 364-4203. Christopher J. Jones is licensed to sell insurance and registered to offer securities in the following jurisdictions: NY, NJ, PA, AZ, CT, FL, MA,
Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.
6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203