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Christopher Jones

President, Chief Compliance Officer, Shareholder at Sparrow Wealth Management in Orlando, FL

Investment adviser registrationUpdated

Christopher Jones is President, Chief Compliance Officer, Shareholder of Sparrow Wealth Management, Inc., an investment adviser managing $135M, and works from its Orlando, FL office. Christopher Jones has been registered as an investment adviser representative through Sparrow Wealth Management since 1 February 2010, has 20 years in the industry across 2 firms and has passed the Series 65.

20
Years in industry
16
Years at firm
2
Adviser firms
3
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Christopher Jones has been President, Chief Compliance Officer, Shareholder of Sparrow Wealth Management since January 2010, is a control person of the firm and directly owns 75% or more of it. Christopher Jones holds a B.S. in Economics from Brigham Young University.

Sparrow Wealth Management, Inc. is an Orlando, FL firm with $135M under management, 64 clients and 1 adviser across 2 offices, as of its February 2026 filing.

Christopher Jones is Founder and President of Sparrow Wealth Management, based in Lake Nona, Florida. Jones began his career as a management consultant for Deloitte Monitor, then started his firm in 2001 as a financial advisor.

Christopher Jones’ longest registration is the current one, 16 years at Sparrow Wealth Management since 2010. Before joining Sparrow Wealth Management in 2010, Christopher Jones was registered through Keystone Financial Planning.

  1. – present · 16 years
    Orlando, FL · Adviser representative · Firm CRD 152670
  2. Keystone Financial Planning
    – · 3 years
    Easton, PA · Adviser representative · Firm CRD 121341

Credentials and registrations

Investment adviser representative registrations

Christopher Jones is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2017; the most recent is California, in June 2025.

  • CaliforniaSince 26 June 2025
  • FloridaSince 21 October 2022
  • TexasResidentSince 19 January 2017

Examinations

Series 6522 February 2000
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
4549249
Firm
Sparrow Wealth Management · CRD 152670
Role
President, Chief Compliance Officer, Shareholder
Office
6900 TAVISTOCK LAKES BLVD, SUITE 400, Orlando, FL 32827
Registration
Investment adviser registration
In the industry since
June 2006
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Christopher Jones work?

Christopher Jones has been President, Chief Compliance Officer, Shareholder of Sparrow Wealth Management, Inc. since January 2010, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 February 2026

Is Christopher Jones a financial advisor?

Yes. Christopher Jones has a current investment-adviser registration in California, Florida and Texas, through Sparrow Wealth Management since February 2010.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Christopher Jones have?

Christopher Jones has 20 years in the financial industry, since June 2006, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Christopher Jones passed?

Christopher Jones passed the Series 65 in February 2000.

Source: IAPD individual record, checked 22 October 2026

Where did Christopher Jones work before Sparrow Wealth Management?

Before Sparrow Wealth Management, Christopher Jones was registered through Keystone Financial Planning, March 2005 to November 2008.

Source: IAPD individual record, checked 22 October 2026

Where is Christopher Jones based?

Christopher Jones’ registered office is in Orlando, FL.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Jones registered with FINRA?

No. Christopher Jones has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Christopher Jones’ record?

Search CRD 4549249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Jones’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 4549249, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sparrow Wealth Management, Inc., filed 20 February 2026. Title, control and ownership bands.
  3. Sparrow Wealth Management team page. Biography, education, credentials, awards.