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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2023
- Office Locations
- 1
Office Locations
About Spark Wealth Advisors
Spark Wealth Advisors is a Jacksonville, FL RIA focused on tax-efficient retirement income planning and straightforward investment management using evidence-based, low-cost diversified portfolios (primarily ETFs). The firm serves pre-retirees/retirees, HENRYs navigating strategies like backdoor Roth and equity comp, and the LGBTQ+ community; as a gay-owned firm, it positions itself as a safe space. Taxes are integrated throughout, with tax filing handled in-house.
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Owner & Executives
CHRISTOPHER LEE JOHNS
Owner, President, Wealth Advisor
- CRD
- #5118033
- Ownership
- 50% but less than 75%
Jake Daniel Skelhorn
Managing Member, Owner
- CRD
- #6848815
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,306,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,306,228 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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