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Christopher J. Jones

Christopher J. Jones

Managing Associate - CLU, CFP, CLTC, ChFC, LTUCF, FICF

Christopher J. Jones is an Executive Benefit Consultant at O. M. Financial Group (www.omfingroup.com), the specialists in implementing Supplemental Executive Retirement Plans in Credit Union and other non-profit organizations.  He is a Financial Planner at the Center for Wealth Preservation (CWP), headquartered in Syosset, NY. Utilizing over 29 years of experience in financial services, Chris works with an experienced team of planners in estate, business, investment, retirement planning and executive compensation. Working with non-profits, business owners, professionals and families, he provides exceptional service, recommends innovative ideas & concepts and utilizes blue chip quality products, to address the unique needs of each client.

 

Prior to joining OM Financial Group and 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 at the Platinum level from GAMA.  Mr. Jones has attained the Certified Financial PlannerTM (from the Certified Financial Planner Board of Standards, Inc.), Chartered Financial Consultant, and Chartered Life Underwriter (from the Chartered Life Underwriter Institute), among other professional designations.  

 

 

 

 

 

 

Mr. Jones, an active community volunteer, is a former Chair of the Board of the Long Island Lutheran High School, a former Board Chair of Lutheran Social Services of New York, a current Board Member of the Bethlehem Fund of New York City and The Lutheran Care Network.  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, “Reverend Ed Visscher” award in 2009.  Mr. Jones currently resides in Oyster Bay with his wife, Madelaine.

 

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 cjones@om-financial.com.

 

Christopher J. Jones is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org) Supervisory office: 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, (516) 364-4203. OM Financial Group and Center for Wealth Preservation are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.

I am licensed to sell insurance in AK. AK Insurance License Number 100178900, AL, AR, AZ, CA. CA License Number 0B41005, CO, CT, DC, DE, FL, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME and securities in: AZ, MD, MA, MI, CT, FL, GA, IL, NH, NJ, NY, PA, TX and VA.

CRN202105-247333

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6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203