Christopher Jones
CFP®Professional Summary
Christopher Jones, CFP®, who also goes by Chris Jones, is a registered financial advisor currently at SPARROW WEALTH MANAGEMENT located in Orlando, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
- Business Services
Specializations
Biography
One of the things that often gets overlooked in finance is its humanity. Helping people plan their lives and futures is filled with all sorts of human emotions. Talking about money can make people feel everything from embarrassed and anxious to inspired and hopeful. The promise and fears of financing a child’s education, starting your dream business, or achieving retirement are, after all, deeply human endeavors. My path to helping began in 1997 when I...
Other Aliases
Chris Jones
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
SPARROW WEALTH MANAGEMENT | SPARROW WEALTH MANAGEMENT, INC.
Contact Information
Main Address
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827Phone Number
(877) 330-9191# of Employees
1SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
224AUM (Assets Under Management)
$135,197,184Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
SPARROW WEALTH MANAGEMENT | SPARROW WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(6/26/2025)
(10/21/2022)
(1/19/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Jones's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Retirement Planning
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
- Business Services
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