Christopher M. Jones
SPARROW WEALTH MANAGEMENT
Orlando, FL 32827
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CRD#: 4549249
Professional summary
Christopher Michael 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.
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 graduated with a B.S. in Economics (summa cum laude) from Brigham Young University. I started out as a management consultant for Deloitte Monitor, a top-tier Harvard consulting firm that helped corporations better position themselves in the marketplace. That work was interesting and analytical, but it quickly became apparent I wasn’t helping others—I was just helping Fortune 500 companies make more money.
So I walked away. I sacrificed an “Ivy League” career track to start over as a fee-only financial advisor™. I took a 70% pay cut to learn a profession that, at the time, was struggling to find its way from selling products to being a fiduciary that put client interests first. But it paid off. I started my firm in 2001 (only 27 years old and three years out of college), and all these years later I’m proud I was one of the early adopters of the fee-only model.
After raising three daughters I eventually settled in Hermosa Beach. As a child of the 80s, I always dreamed of living in Southern California, but my East coast career and family took priority. As my career evolved, so did my longing to live near the Pacific Ocean. Now I’m enjoying the life I envisioned when young—complete with surfing, cycling, ping pong tournaments, and volleyball.
I’m lucky and grateful to serve others and positively impact lives. It remains my passion and calling.
Question & Answer
What are your service offerings?
Retirement Planning
Socially Responsible Investing
Investment Planning
Insurance Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Medical Professionals
Professional Athletes or Enter...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Chris Jones
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
February 1, 2010 - Present
SPARROW WEALTH MANAGEMENT
Office #1: 6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827RIA
CRD#: 152670
Orlando, FL
Past
March 31, 2005 - November 6, 2008
KEYSTONE FINANCIAL PLANNING
RIA
CRD#: 121341
EASTON, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SPARROW WEALTH MANAGEMENT
SPARROW WEALTH MANAGEMENT | SPARROW WEALTH MANAGEMENT, INC.
CRD#: 152670 / SEC#: 801-132084
RIA
Registered Investment Advisory firm - (3/3/2025 Approved)California
Registered Investment Advisory firm - (4/6/2025 Terminated)Florida
Registered Investment Advisory firm - (3/7/2025 Terminated)Nevada
Registered Investment Advisory firm - (3/7/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/10/2025 Terminated)Texas
Registered Investment Advisory firm - (3/7/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/26/2025)
IAR
Florida(10/21/2022)
IAR
Texas(1/19/2017)
Current Firm
SPARROW WEALTH MANAGEMENT
SPARROW WEALTH MANAGEMENT | SPARROW WEALTH MANAGEMENT, INC.
CRD#: 152670 / SEC#: 801-132084
RIA
Registered Investment Advisory firm - (3/3/2025 Approved)California
Registered Investment Advisory firm - (4/6/2025 Terminated)Florida
Registered Investment Advisory firm - (3/7/2025 Terminated)Nevada
Registered Investment Advisory firm - (3/7/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/10/2025 Terminated)Texas
Registered Investment Advisory firm - (3/7/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827
Mailing Address
Phone number
(877) 330-9191
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 246 |
| AUM (Assets Under Management) | $ 117,865,937 |
Red Flags
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