Christopher Jones

Senior Partner

Professional Qualifications

Investment Advisor Representative & Financial Advisor – Osaic Wealth, Inc. 
Holds Series 6, 7, 63 and 65 investment licenses for General Securities and Advisory Accounts
Member Corporate Registered Investment Advisory Program (CRIA).

Education

University of Wisconsin – Milwaukee, BBA

  • Sheldon B. Lubar School of Business – Major Corporate Finance & Minor International Business
  • Student Investment Club – Endowment Analyst Committee

Personal Information

Chris and his wife Rachel reside in Oak Creek, WI
Hobbies and Interests include being outdoors, hiking, camping, hunting, fishing,
and attending sporting events.

Memberships & Community Involvement

Member of Dave Ramsey SmartVestor Pros

FUEL Milwaukee
Make-A-Difference Wisconsin
Members of the Ridge Community Church – Greenfield.
Member of Xperience Fitness – Greenfield
Member Rocky Mountain Elk Foundation
Member Ducks Unlimited

 

 

Phone 262-955-1518
Fax 262-955-0264