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Jacob Zachary Boylan

Condor Capital Wealth Management

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About Jacob Zachary Boylan

Jacob Zachary Boylan is an Investment Advisor Representative associated with Condor Capital Wealth Management. Jacob is registered with FINRA as a Registered Investment Advisor Representative in New Jersey and Texas. Jacob holds a Series 65 license and is a Certified Financial Planner. Jacob's experience includes roles at Creative Financial Group, an office of MetLife and Creative Financial Group, an office of MassMutual. Jacob is currently employed by Condor Capital Wealth Management in their Martinsville office. Jacob's investment experience includes financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Jacob Boylan is currently registered with Condor Capital Wealth Management. Condor Capital Wealth Management, based in Martinsville, NJ, is an investment advisor with over $1.7 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Condor Capital serves a variety of clients, including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm is registered with the SEC.
Condor Capital Wealth Management

1973 WASHINGTON VALLEY ROAD

MARTINSVILLE, NJ 08836-2053

$1.70B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Boylan’s Registration & Firm History

NJ

12/06/2021 - Present

Condor Capital Wealth Management (MARTINSVILLE NJ)

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Licenses & Designations

IA

Issued 03/31/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Zachary Boylan.
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