Medium_3589_270720121833461
Registry Member Since 2011

Christopher Jones

Sparrow Wealth Management

My Philosophy My Disclosures
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Paladin Quality Rating: 5 Stars

PRC Certified: View Findings Report

About Me

Type of Organization
  • Sole Practitioner
Name of RIA
  • Sparrow Wealth Management
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 15 Years
Certifications & Designations
College Degrees
  • College of Financial Planning - CFP Professional Education Program
  • Brigham Young University - BS (summa cum laude)
Association Memberships
  • NAPFA
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - Nevada
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Business

Location
  • 10080 West Alta Drive
    Suite 125
    Las Vegas, Nevada, 89145
Telephone
  • 877.330.9191
Website
Number of Clients
  • 36
Amount of Assets
  • $44,000,000
Minimum Asset Requirement
  • $500,000
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Endowments
  • Foundations
  • Businesses
Limited Engagement Services
  • Planning Only (Do not require assets)
  • Financial Plan Reviews
  • Investment Portfolio Reviews
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • TD Ameritrade
  • TIAA CREF
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Monthly)

I certify the information in this research report is accurate and current.

Advisor Name: Christopher Jones
Most Recent Update: Nov 24, 2014

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