Sparrow Wealth Management

Sparrow Wealth Management (CRD# 152670) is a financial advisory firm headquartered in Orlando, FL. They manage $105,233,940 in 235 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827
https://www.facebook.com/sparrowwealthmanagement
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $447,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NV, PA, TX

Financial Advisors at Sparrow Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Jones, financial advisor Orlando FL
Christopher M. Jones
CRD#: 4549249
6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827

Christopher Jones (CRD# 4549249) is an Investment Advisor Representative working at Sparrow Wealth Management in Orlando, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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