JONES, CHRISTOPHER MICHAEL
Legal name: KEYSTONE FINANCIAL PLANNING
CRD #121341 SEC #801-70063 MACUNGIE, PA 610-965-4537
SEC Registered
Total AUM
$31.4M
Discretionary
$31.4M
Employees
5
Clients
26
Accounts
130
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, CHRISTOPHER, MICHAEL | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 25, 2009 REGISTERED
Notice Filings (1)
PA
Address
330 EAST MAIN STREETMACUNGIE, PA 18062
United States
Phone: 610-965-4537