Meet Our Team
Christopher Jones, AWMA®
Partner, Wealth Management Strategies
Direct: (512) 290-9025
Chris Jones is a founding Partner at PlanWise Financial Group. He was previously a Partner and Wealth Manager at Austin Financial Partners and has over 30 years of experience in the financial services and wealth management business. Chris’ area of expertise is providing comprehensive wealth management for families, professionals, and closely held businesses.
Emphasizing a high level of communication and concierge service, Chris works to create plans that will positively impact the trajectory of where a client’s finances can take them. Our clients are busy, intelligent people. They are busy raising and guiding their families, businesses, and careers. Our job is to understand their complex situations, provide them with sophisticated options, and help them effectively make wise decisions.”
Chris currently leads PlanWise Financial Group Investment Committee, responsible for managing investment portfolios, which include: conducting investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions. Chris completed his education at the University of Arkansas Monticello, where he studied business and finance. He holds the FINRA 6, 7, 24,52,53,63 & 65 registrations through Commonwealth Financial Network® and has received the Accredited Wealth Management Advisor® designation.
When Chris is not working with his clients, he enjoys spending time with his wife Julie, and trying new restaurants in Austin with his adult children and son-in-law, hanging out with friends, biking, golfing, and traveling. Chris also loves exploring fine red wines all over the world in pursuit of finding the next great Cabernet Sauvignon, Bordeaux, or Super Tuscan.