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PALADIN RESEARCH REPORT FOR:

Christopher Jones

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Telephone Advisor
877.330.9191 ext. 1

I. Snapshot

A. Registry Member
  • Since 2011
B. Years of Experience
  • 18
C. College Degrees
  • College of Financial Planning - CFP Professional Education Program
  • Brigham Young University - BS Economics (summa cum laude)
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business 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.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Christopher Jones
B. Main Location
  • 10080 West Alta Drive
    Suite 125
    Las Vegas, Nevada, 89145
C. Telephone
  • 877.330.9191 ext. 1

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Sparrow Wealth Management
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Sparrow Wealth Management, Inc.
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade
  • TIAA CREF

V. Credentials

A. Years of Financial Experience
  • 18 Years
B. College, Degrees, Years
  • College of Financial Planning - CFP Professional Education Program
  • Brigham Young University - BS Economics (summa cum laude)
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • National Association of Personal Financial Advisors

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Nevada
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 4549249
  • IARD: 152670
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business 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.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 54
D. Assets (Management, Advisement)
  • $48,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Sparrow Wealth Management is a fee-only financial advisory firm. We use the latest technology, including a client portal that integrates with our planning software.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
  • Legal Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Christopher Jones
Most Recent Update:
  • Oct 17, 2016

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