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CB

Cristopher J. Borden

KOBO WEALTH CONSERVANCY
Honolulu, HI 96813
Some features on this profile are disabled
CRD#: 4781274
CB

Professional summary

Cristopher Jon Borden, who also goes by Cris Jon Borden, is a registered financial advisor currently at KOBO WEALTH CONSERVANCY located in Honolulu, Hawaii and ASHTON THOMAS PRIVATE WEALTH located in Honolulu, Hawaii.

Cristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cristopher has worked at 8 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cris Jon Borden

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.
1) ORG NAME: KOBO WEALTH CONSERVANCY, LLC| INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Registered Investment Advisor| TITLE: Owner, CIO, & CCO| START DT: 04/2007 |TOTAL HRS P/M: 180 | SEC TRDNG HRS P/M: 5 | DUTIES: Responsible For Portfolio Management And Client Service At Kobo Wealth. 2) ORG NAME: Pan Pacific Partners, LLC | INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Trust and Fiduciary Administrative Services for individuals | TITLE: Owner| START DT: 08/01/2019 | TOTAL HRS P/M: 1| SEC TRDNG HRS P/M: 0| DUTIES: Owner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cristopher Jon Borden's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 24, 2011 - Present

KOBO WEALTH CONSERVANCY

Office #1: 1003 Bishop Street Suite 1820, Honolulu, HI 96813
RIA
CRD#: 143654
Honolulu, HI
Current

August 6, 2025 - Present

ASHTON THOMAS PRIVATE WEALTH

Office #1: 1003 Bishop Street Pauahi Tower, Suite 1450, Honolulu, HI 96813
RIA
CRD#: 153902
Honolulu, HI
Past

August 4, 2025 - August 5, 2025

ASHTON THOMAS PRIVATE WEALTH

RIA
CRD#: 153902
SCOTTSDALE, AZ
Past

March 14, 2017 - December 31, 2021

KOBO RETIREMENT STRATEGIES

RIA
CRD#: 283743
HONOLULU, HI
Past

April 4, 2016 - September 2, 2025

SHUSTER ADVISORY GROUP, LLC

RIA
CRD#: 170233
PASADENA, CA
Past

August 17, 2015 - February 18, 2021

DANIEL INVESTMENT ASSOCIATES, LLC

RIA
CRD#: 157284
HONOLULU, HI
Past

September 24, 2012 - June 1, 2015

FIDUCIARY INVESTMENT COUNCIL, LLC

RIA
CRD#: 165458
SANTA BARBARA, CA
Past

September 29, 2010 - December 31, 2014

FINANCIAL INSIGHTS, INC.

RIA
CRD#: 118043
HONOLULU, HI
Past

July 11, 2007 - December 31, 2010

KOBO WEALTH CONSERVANCY

RIA
CRD#: 143654
KAILUA, HI
Past

November 2, 2006 - October 25, 2007

BISHOP STREET CAPITAL MANAGEMENT

RIA
CRD#: 108042
HONOLULU, HI

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".
AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS

CRD#: 153902 / SEC#: 801-71512

RIA
Registered Investment Advisory firm - (6/15/2010 Approved)

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
Hawaii
(2/24/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/1/2006
Uniform Investment Adviser Law Examination

Current Firm

AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS

CRD#: 153902 / SEC#: 801-71512

RIA
Registered Investment Advisory firm - (6/15/2010 Approved)
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Contact information

Main Address
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 732-4745
Established
Firm type
Fiscal year end
# of Employees
114

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A, APPENDIX 1 WRAP FEE PROGRAM BROCHURE (5/5/2025)
ADV PART 2A FIRM BROCHURE (5/5/2025)

Regulatory assets under management

Total Number of Accounts6,733
AUM (Assets Under Management)$ 4,051,333,740

Red Flags

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.

Company Information

ASHTON THOMAS PRIVATE WEALTH

CRD#: 153902Honolulu, HI 96813

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