AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KJ

Kristopher Jones

CONDOR CAPITAL WEALTH MANAGEMENT
Lawrenceville, NJ
Some features on this profile are disabled
CRD#: 7685312
KJ

Professional summary


Kristopher Jones is a registered financial advisor currently at CONDOR CAPITAL WEALTH MANAGEMENT located in Lawrenceville, New Jersey.

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

top-8-questions

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 Kristopher Jones'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 10, 2023 - Present

CONDOR CAPITAL WEALTH MANAGEMENT

Office #2: 1973 Washington Valley Road, Martinsville, NJ 08836-2053
RIA
CRD#: 104920
Lawrenceville, 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".
CC
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
(2/10/2023)
IAR
Texas
(10/31/2023)

Exams


Current Firm


CC
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
27

SEC notice filing (18 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

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

Regulatory assets under management


Total Number of Accounts4,216
AUM (Assets Under Management)$ 1,996,405,279

Accountant surprise examination report


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

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


CONDOR CAPITAL WEALTH MANAGEMENT

CRD#: 104920Lawrenceville, NJ

TRUST BUT VERIFY

Monitor Kristopher Jones

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics