Jacob Zachary Boylan
Investment adviser representative at Condor Capital Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Condor Capital Wealth ManagementMay 2018 to now
- Condor Capital ManagementDec 2016 to now
- Creative Financial Group, An Office of MassmutualDec 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Condor Capital Wealth Management
Legal name: Condor Capital Management
$2.2BAssets managed
879Clients
17Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6376235
- Firm CRD
- 104920