Christopher Jones, CFP®

Las Vegas, Nevada, 89145
advisor

Member Since 2011

Sparrow Wealth Management is dedicated to helping you find freedom and peace in your financial life. We limit our services to a small number of high net worth clients so that we can provide a high level of personalized service to each client. Our financial recommendations are based on a deep understanding of your personal and financial goals. We are passionate about creating personalized financial planning and investment strategies that will help you achieve these goals. You will experience financial freedom and peace by knowing your investments and financial future are in the hands of competent, caring professionals.
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My Location

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 Background Information

  • Years of Financial Experience

    • 12

  • Education

    • College of Financial Planning (CFP Professional Education Program)
    • Brigham Young University (BS Economics - summa cum laude)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • NAPFA

  • Methods of Compensation

    • Financial Planning: Hourly fee, Fixed fee
    • Investment Services: Asset-based fee

  • Primary Custodian(s)

    • TD Ameritrade
    • TIAA CREF

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: 4549249
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Sparrow Wealth Management
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios

  • Investment Products

    • None

  • Insurance Products

    • None
 
Contact Christopher
 
Visit Website - http://www.SparrowWealth.com

Minimum Asset Requirement

  • $500,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax

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