Christopher Jones

Christopher Jones is the Founder and President of Sparrow Wealth Management, Inc., a fee-only financial planning and investment management firm. Here are some key points about his background and career:

Education and Early Career

• Jones graduated with a B.S. in Economics (summa cum laude) from Brigham Young University in 1997. He then worked as a management consultant for Deloitte Monitor (formerly Monitor Group) in the Greater Boston Area from 1997 to 1999.34

Transition to Financial Advisory

• He transitioned to a career in financial advisory, taking a 70% pay cut to pursue a profession that aligned more with his desire to help individuals. Jones started his career in financial planning at Pinney and Scofield from 1999 to 2000, where he provided comprehensive, fee-only financial planning and asset management services.3

Founding Sparrow Wealth Management

• In 2001, at the age of 27, Jones founded Sparrow Wealth Management, Inc. in Orlando, Florida. He was one of the early adopters of the fee-only model, which emphasizes putting client interests first.23

Professional Certifications and Services

• Jones is a Certified Financial Planner (CFP) and has been certified by the CFP Board of Standards, Inc. since August 2002. His firm provides services in goal setting, cash flow analysis, tax planning, education funding, retirement planning, insurance needs, estate planning, and investing.234

Client Base and Efficiency

• Sparrow Wealth Management oversees approximately $110 million in assets under management for 68 client households. Jones has built a highly efficient solo practice, allowing him to work fewer than 25 hours per week. He achieves this efficiency by focusing on tasks that matter most to his clients, outsourcing or eliminating other tasks, and utilizing a carefully curated tech stack.1

Personal Life

• Jones is married and has three daughters. He enjoys various activities such as beach volleyball, pickleball, surfing, and cycling. He values a balanced lifestyle and often works remotely, exploring international destinations and favorite cities across America.23

Jones is known for his empathetic, accessible, and approachable approach to financial planning, emphasizing the human aspects of finance and helping his clients achieve personal and financial fulfillment.