DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christopher Scott Jones
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Sep 14, 2026
In the industry
32 y
since Jan 7, 1994 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Umb Private Wealth Management, LLC mixed wealth currentsince Sep 14, 2026 · Kansas City, Mo
- Hightower Advisors, LLC BD affiliatedOct 28, 2016 to Apr 22, 2019 · Wilmington, Nc
- Irongate Investment Management, LLC formerJan 2, 2013 to Dec 31, 2015 · Wilmington, Nc
- Irongate Partners, Inc. formerJan 25, 2010 to Mar 21, 2017 · Wilmington, Nc
Moves
a registration end followed by a registration begin elsewhere
- Hightower Advisors, LLC to Umb Private Wealth Management, LLCleft Apr 22, 2019, registered Sep 14, 2026 (2702 days) · Affiliated broker-dealer or bank to independent RIA
- Irongate Partners, Inc. to Irongate Investment Management, LLCleft Mar 21, 2017, registered Jan 2, 2013 (-1539 days) · Other
- Irongate Investment Management, LLC to Hightower Advisors, LLCleft Dec 31, 2015, registered Oct 28, 2016 (302 days) · Other
Signals
- Christopher Scott Jones registered as an investment adviser representative at Umb Private Wealth Management, LlcSep 14, 2026 · Advisor registered · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address