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Sparrow Wealth Management

Christopher Jones

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Registry Member Since 2011

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
  • 17 Years
College Degrees or Years
  • 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 Firm

Location
  • 10080 West Alta Drive
    Suite 125
    Las Vegas, Nevada, 89145
Telephone (Main Office)
  • 877.330.9191
Website
Number of Clients
  • 37
Amount of Assets
  • $44,000,000
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Pension Plans
  • Endowments
  • Foundations
  • Businesses
Limited Engagement Services
  • Planning Only
  • 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)
My Philosophy

Sparrow Wealth Management is dedicated to helping you find freedom and peace in your financial life. 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.

My Disclosures
Some professionals and firms have disclosures.

None

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

Advisor Name: Christopher Jones
Most Recent Update: Jul 15, 2015

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