Christopher S. Boren

JACKSON & ASSOCIATES

Albuquerque, NM 87122

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CRD#: 7275683

Professional summary

Christopher S Boren is a registered financial advisor currently at JACKSON & ASSOCIATES, INC. located in Albuquerque, New Mexico.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm .

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.

Abadie & Boren Ltd. Co.; not investment related; 8300 Carmel Ave NE, Unit 202, Albuquerque NM 87122; Tax Preparation; CPA, Start Date = 01/15/2019; approx. 40hrs/wk (35hrs/wk during trading hours); Tax preparation for individuals, trusts and businesses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher S Boren'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

October 10, 2023 - Present

JACKSON & ASSOCIATES, INC.

Office #1: 8300 Carmel Ave. Ne Suite 202, Albuquerque, NM 87122

RIA

CRD#: 315102

Albuquerque, NM

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 Mexico
(10/10/2023)

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

Current Firm

JACKSON & ASSOCIATES, INC.

CRD#: 315102 / SEC#: 801-132590

RIA

Registered Investment Advisory firm - (5/12/2025 Terminated)

New Mexico

Registered Investment Advisory firm - (6/24/2021 Approved)

Texas

Registered Investment Advisory firm - (6/28/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

8300 Carmel Ave. Ne Suite 202, Albuquerque, NM 87122

Mailing Address

Phone number

(505) 944-8404

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 94,761,107

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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Christopher S. Boren

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher S Boren's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Current Firm

JACKSON & ASSOCIATES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON & ASSOCIATES, INC.

TRUST BUT VERIFY

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