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Jacob Zachary Boylan

Condor Capital Wealth Management

Martinsville, NJ

Shrewsbury, NJ

CRD 6376235

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Employer firm

Condor Capital Wealth Management CRD 104920

$2.18B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Condor Capital Wealth Management

1973 Washington Valley Road, Martinsville, NJ 08836-2053 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-06
NJ RA APPROVED 2018-05-29
  • TX RA
    APPROVED
    Since 2021-12-06
  • NJ RA
    APPROVED
    Since 2018-05-29

Branch Locations

1973 Washington Valley Road, Martinsville, NJ 08836-2053 • United States

Shrewsbury, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Financial Group, An Office Of Massmutual Newtown Square PA 12/2015 11/2016
Condor Capital Management Martinsville NJ 12/2016 Present
  • 12/2015 → 11/2016
    Creative Financial Group, An Office Of Massmutual
    Newtown Square, PA
  • 12/2016 → Present
    Condor Capital Management
    Martinsville, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-31
  • S65 Uniform Investment Adviser Law Examination
    2018-03-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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