Jacob
Boylan

Condor Capital Wealth Management

CRD#6376235
Investment Advisor
in Martinsville, NJ

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About this Advisor

Jacob Boylan is a financial advisor based in Martinsville, New Jersey, working with Condor Capital Wealth Management. Jacob has previously held positions at Creative Financial Group, An Office Of Metlife, Creative Financial Group, An Office Of Massmutual, and Condor Capital Management. Jacob has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Jacob is part of Condor Capital Wealth Management, which operates out of Martinsville, New Jersey. The firm has 14 offices and 26 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Condor Capital Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1973 Washington Valley Road
Martinsville, NJ 08836-2053

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Condor Capital Wealth Management Brokerage Details

Total Assets Under Management

$1,704,721,506

NJ Average: $10,121,009,343
Total Number of Employees

26

NJ Average: 92
Total Number of Accounts

3,981

NJ Average: 6,978
Average Account Size

$428,214

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jacob Boylan Work History

2016 - Present (8 years)

Condor Capital Management

2015 - 2016 (1 year)

Creative Financial Group, An Office Of Massmutual

2014 - 2015 (1 year)

Creative Financial Group, An Office Of Metlife

Disclosures

Please visit the SEC profile of Jacob Boylan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Condor Capital Wealth Management

Kristopher Jones
Lawrenceville, NJ
Jacob Boylan
Martinsville, NJ
Timothy Moran
Flemington, NJ
Matthew Goldman
Florham Park, NJ
David Goldstone
Denver, CO
Brian Sawyer
Martinsville, NJ
Thomas Leahy
Martinsville, NJ
Nicholas Mango
Martinsville, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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