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CJ

Christopher Jones

Principal at Capital Advisors Inc/ok

United States

About

Christopher Jones is a principal at CAPITAL ADVISORS INC/OK, based in the United States, with extensive experience in investment management and advisory services. His current responsibilities focus on structuring tailored investment solutions for a diverse group of clients, overseeing asset allocation strategies, and providing leadership on portfolio construction at the firm. He is involved in guiding client portfolios across multiple sectors, with particular emphasis on equities, fixed income, alternative investments, and multi-asset strategies relevant to high-net-worth individuals and institutional clients.

With a career spanning several decades, Christopher brings a wealth of expertise from his earlier positions in financial consulting and asset management. His professional background includes experience in creating and managing customized portfolios, optimizing risk-adjusted returns, and mentoring other advisors in best practices. He has played a key role in the advancement of fee-only advisory models and has contributed to the evolution of fiduciary standards in the industry.

Christopher is recognized for his analytical acumen and commitment to client-centric financial planning. He holds a B.S. in Economics from Brigham Young University and has deep knowledge across investment analysis, portfolio efficiency, and technology integration within financial advisory processes. Among his notable achievements are pioneering efficient advisory workflows and promoting sophisticated investment strategies suitable for changing market environments. His professional contributions are reflected in his ability to adapt to fintech innovations and maintain high standards of service and integrity for his clients.

Career History

OrganizationRoleDate RangeDetails
AMG Capital Advisors, LLCPrincipalJan 2010 to Present
Ash Creek Capital Advisors, LLCManaging DirectorApr 2005 to Present

Education

Johns Hopkins University

Bachelor's degree, HISTORY

1962 1966

The Johns Hopkins University

Others at Capital Advisors Inc/ok (15)

NameRoleLocation
Ari May
Ari May
PartnerNew York, NY , United States
E
Eduardo Barco
Founding Partner and OwnerMiami, FL , United States
E
Eric Cannon
Managing PartnerFrisco, TX , United States
Geoffrey Abbott
Geoffrey Abbott
PresidentNew York, NY , United States
J
Joseph Maly
Managing PartnerSan Francisco, CA , United States
A
Andy Brown
PresidentTulsa, OK , United States
Brandon Priest
Brandon Priest
Senior IT AnalystBroken Arrow, OK , United States
Bruce Ficken
Bruce Ficken
PresidentSarasota, FL , United States
D
Daniel Schluter
Vice President Portfolio AnalystFrisco, TX , United States
G
George Haas
Senior Vice President at Capital Advisors, Inc.Houston, TX , United States
Showing 1-10 of 15 team members