Christopher Johns Email and Phone Number
After spending almost two decades of my life working in various areas of the financial industry, I have garnered a decent knowledge of just about every major area of the financial services industry. I thought it was time to bring my professional experience in line with my personal values and assist clients in making sense of personal finance. My client does not need to be a financial aficionado or a regular reader of the Wall Street Journal. Three very distinct experiences made me realize there is an overall lack of understanding when it comes to financial planning:Even Educated People Need Help Not All Investments are Created EqualEvery financial advisor DOESN'T Look Out for Your Best InterestWhile I have worked with some top-notch people throughout my career. I have also worked with some advisors that are quick to put their income over the client. This is partially why I struggled at the big banks and brokerage firms. I was unwilling to compromise my ethics and morals just to make more money. Luckily, there is a hard push away from the traditional brokerage firm and more towards financial planners who have a duty, and legal obligation, to do what is right for their clients.I also want to make financial planning assessable to the gay community- who until recently have been mostly ignored by the financial services industry, and if not ignored, certainly not always made to feel welcomed. My name is Chris. I currently live in Jacksonville, FL, where I was born and raised. I have five brothers and one sister from a blended family. I have a loving husband and incredibly needy 100 pound puppy-child. While not working as a wealth advisor, I also spend time working as a criminal investigator, primarily focused on financial crimes.
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Criminal InvestigatorCity Of Jacksonville BeachJacksonville, Fl, Us -
Wealth AdvisorSpark Wealth Advisors Oct 2022 - PresentJacksonville, Florida, United StatesFee-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. -
Criminal InvestigatorCity Of Jacksonville Beach Mar 2019 - PresentJacksonville Beach, Florida, United StatesSworn 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 preparing cases for prosecution. -
Regulatory Compliance SpecialistAlly Jun 2017 - Mar 2019Fort Lauderdale, Florida, United StatesAssigned 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. -
Trading SpecialistAlly Oct 2015 - Jun 2017Fort Lauderdale, Florida, United StatesProvided 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. -
Police OfficerCity Of Jacksonville Beach Dec 2014 - Oct 2015Jacksonville Beach, Florida, United States -
Customer Support SpecialistTd Ameritrade Jun 2013 - Dec 2014Ponte Vedra Beach, Florida, United Statesnsible 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● Adhere to all compliance/risk procedures and follow corporate and industry protocols● Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements● Assist Branch Manager in performing daily key compliance and oversight activities for the branch● Built positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals● Participated in projects to improve processes and enhance the client experience -
Financial AdvisorsJohn Hancock Feb 2013 - Jun 2013Jacksonville, 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.● Developed and cultivated a client base.● Marketed and sold appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments. -
Investment AssociateCommunity First Credit Union Jan 2011 - Feb 2013Jacksonville, 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.● Assisted in preparing and presentation of client seminars and events
Christopher Johns Education Details
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Criminal Justice/Police Science
Frequently Asked Questions about Christopher Johns
What company does Christopher Johns work for?
Christopher Johns works for City Of Jacksonville Beach
What is Christopher Johns's role at the current company?
Christopher Johns's current role is Criminal Investigator.
What schools did Christopher Johns attend?
Christopher Johns attended Florida State College At Jacksonville.
Who are Christopher Johns's colleagues?
Christopher Johns's colleagues are Joshua Gregg, Dustin Kling, Savanhlikhit (Nikki) Bemister, Jax Utilities, Jimbo Crumbley, Ryan Stark, Ashlie Gossett.
Not the Christopher Johns you were looking for?
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Christopher Johns
Washington, Dc2ymail.com, shiftdigital.com2 +124859XXXXX
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4hq.doe.gov, imf.org, usitc.gov, georgetown.edu
3 +120258XXXXX
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Christopher Johns
Seasoned Senior Program Manager | Driving Strategic Initiatives & Delivering Excellence In Program ManagementLeesburg, Va -
Christopher Johns
University Of Minnesota Medical School | Doctor Of Medicine Candidate '23Minneapolis, Mn -
Christopher Johns
Incoming Smbc Operations Intern I Founder And President At M.A.E I Uw Madison Honors StudentMilwaukee, Wi
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