Christopher Jameson, financial advisor New York NY

Christopher Jameson

CRD Number: 5121392
Current Firm: Cerity Partners LLC

Christopher Jameson (CRD# 5121392) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cerity Partners LLC Los Angeles, CA Jan 2023 - Current 1
Mercer Global Advisors Los Angeles, CA Aug 2021 - Jan 2023 1
Unemployed Los Angeles, CA Apr 2021 - Aug 2021 < 1
Mariner Wealth Advisors Overland Park, KS Aug 2018 - Mar 2021 2
Unemployed Parsippany, NJ Apr 2017 - Jul 2018 1
Hennion & Walsh Parsippany, NJ Jul 2016 - Apr 2017 < 1
Ivy Funds Overland Park, KS May 2007 - Apr 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Oct 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher A. Jameson
Phone Number: 212-850-4260
Registered State(s):
  • CA
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
    80,573
    MILLIONS
  • Total Number of Accounts
    16,424
    ACCOUNTS
  • Average Account Value
    $4,905,815
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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