Jacob Z. Boylan

CONDOR CAPITAL WEALTH MANAGEMENT

Shrewsbury, NJ

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CRD#: 6376235

Professional summary

Jacob Zachary Boylan, CFP® is a registered financial advisor currently at CONDOR CAPITAL WEALTH MANAGEMENT located in Shrewsbury, New Jersey.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Zachary Boylan'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

May 29, 2018 - Present

CONDOR CAPITAL WEALTH MANAGEMENT

Office #2: 1973 Washington Valley Road, Martinsville, NJ 08836-2053

RIA

CRD#: 104920

Shrewsbury, NJ

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".

CONDOR CAPITAL WEALTH MANAGEMENT

CONDOR CAPITAL MANAGEMENT | CONDOR CAPITAL WEALTH MANAGEMENT

CRD#: 104920 / SEC#: 801-33145

RIA

Registered Investment Advisory firm - (11/14/1988 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

New Jersey
(5/29/2018)

IAR

Texas
(12/6/2021)

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

State Security Law Exam

IAR

Series 65

Date: 3/31/2018

Uniform Investment Adviser Law Examination

Current Firm

CONDOR CAPITAL WEALTH MANAGEMENT

CONDOR CAPITAL MANAGEMENT | CONDOR CAPITAL WEALTH MANAGEMENT

CRD#: 104920 / SEC#: 801-33145

RIA

Registered Investment Advisory firm - (11/14/1988 Approved)

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Contact information

Main Address

1973 Washington Valley Road, Martinsville, NJ 08836-2053

Mailing Address

Phone number

(732) 356-7323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONDOR CAPITAL MANAGEMENT ADV PART 2A, FIRM BROCHURE (8/8/2025)

Regulatory assets under management

Total Number of Accounts	4,216
AUM (Assets Under Management)	$ 1,996,405,279

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
02/27/2025	Cover Page	Report
10/26/2023	Cover Page	Report
12/22/2022	Cover Page	Report

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.

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Jacob Z. Boylan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Zachary Boylan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONDOR CAPITAL WEALTH MANAGEMENT

Primary Firm SEC Registration

CONDOR CAPITAL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2018

Current Firm

CONDOR CAPITAL WEALTH MANAGEMENT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CONDOR CAPITAL WEALTH MANAGEMENT

TRUST BUT VERIFY

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