Christopher Johns Email & Phone Number

Jacksonville, FL, US

Jacksonville, Florida, United States

Fee-Only financial planning and investment management using technology to streamline the planning process for the client without losing any of the benefits of a traditional plan- while also allowing us to present a clear and simplified plan with specific action items and clear results.

Jacksonville Beach, Florida, United States

Sworn law enforcement investigator with experience managing various criminal cases- primarily with financial crimes, including violent offenders with a financial nexus. Responsible for managing the entire investigative process- working with outside agencies/ entities to collect data and various sources of evidence, interview witnesses and suspects while.

Fort Lauderdale, Florida, United States

Assigned to Ally Invest- primarily working as an intermediary between various regulators, business lines, and leadership to ensure minimization of regulatory deficiencies & business risk, implement regulatory changes, and promote compliance programs.

Fort Lauderdale, Florida, United States

Provided client support and placed trades for Ally Invest clients with self- directed accounts, specifically answering enquiries related to complex options, margin trading, securities lending, and promoting investment management products.

Jacksonville Beach, Florida, United States

Ponte Vedra Beach, Florida, United States

• nsible for the day-to-day operations and administrative functions of the branch
• Initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service related issues as well as account questions, issues, problem resolution, and escalation
• Work with Investment Consultants to communicate solutions either directly or indirectly with clients
• Identify and refer lead opportunities to Investment Consultant
• Acts as an on-site dedicated service expert on a wide range of client issues.
• Researches and resolves client issues in cooperation with back office partners

Jacksonville, Florida, United States

• Profiled and analyzed investment products to develop customized financial strategies forclients' financial needs.
• Sold financial products including stocks, bonds and mutual funds.
• Answered clients' questions about the purposes and details of financial plans and strategies.
• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
• Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
• Maintained friendly and professional client interactions at all times.

Jacksonville, Florida, United States

• Scheduled client reviews.
• Prospected for members to meet with the financial advisor by responding to incoming referrals and by making outbound calls to credit union members who may be potential investment clients.
• Helped the financial advisor open new accounts by processing required forms and following up with members and FA's to ensure completeness of all paperwork.
• Processed client request regarding account activity and changes.
• Executed securities transactions as required per the request of the client or FA.
• Prepared Investment Policy Statements, presentations & prospectuses for investment clients.