Advisor at Azalea Wealth Management LLC
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Firm
Azalea Wealth Management LLC
Location
Glen Ellyn, IL
Credentials
CFP®, Series 66
Industry experience
14 years
Christopher Jones is a CFP® certificant and Series 66 license holder with 14 years of experience in the financial advisory industry. He has worked at Ameriprise Financial Services, Inc. for 10 years before founding Azalea Wealth Management LLC, where he has been the sole advisor since 2020. Azalea Wealth Management LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management and financial planning, using tailored strategies that include option writing and structured products alongside conventional investments, combining technical, fundamental, and modern portfolio theory analyses.
Fixed fee for financial planning services generally between $1,200 and $3,600, negotiable
$0 - $499,999: 1.00% $500,000 - $999,999: 0.80% $1,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.40% $10,000,000+: 0.25%
$300 per hour for financial planning and consulting services, negotiable
Fee-only: Fixed fee ranging from $1,200 to $3,600; hourly fee $300 (both negotiable)
Glen Ellyn, IL
Illinois
Azalea Wealth Management
2020 - Present (6 years)
Azalea Wealth Management
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2009 - 2019 (10 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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