Unclaimed Profile

Cristopher Jon Borden

KOBO WEALTH CONSERVANCY, LLC·HONOLULU, Hawaii

Series 65Clean record19 years registeredKOBO WEALTH CONSERVANCY, LLC

1003 BISHOP STREET SUITE 1820, HONOLULU, HI 96813CRD# 4781274Firm CRD# 143654

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cristopher Jon Borden · HONOLULU, HI

Registration

CRD #4781274 · KOBO WEALTH CONSERVANCY, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ASHTON THOMAS PRIVATE WEALTH

Aug 2025 – present

ASHTON THOMAS PRIVATE WEALTH

Aug 2025 – Aug 2025

SCOTTSDALE, AZ

KOBO RETIREMENT STRATEGIES

Mar 2017 – Dec 2021

HONOLULU, HI

SHUSTER ADVISORY GROUP, LLC

Apr 2016 – Sep 2025

PASADENA, CA

DANIEL INVESTMENT ASSOCIATES, LLC

Aug 2015 – Feb 2021

HONOLULU, HI

FIDUCIARY INVESTMENT COUNCIL, LLC

Sep 2012 – Jun 2015

SANTA BARBARA, CA

KOBO WEALTH CONSERVANCY

Feb 2011 – Dec 2025

HONOLULU, HI

FINANCIAL INSIGHTS, INC.

Sep 2010 – Dec 2014

HONOLULU, HI

KOBO WEALTH CONSERVANCY

Jul 2007 – Dec 2010

KAILUA, HI

BISHOP STREET CAPITAL MANAGEMENT

Nov 2006 – Oct 2007

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 2, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOBO WEALTH CONSERVANCY, LLC

CRD 143654 · SEC 801-70128

AUM

$137M

Regulatory assets under management

Employees

273 client accounts

Services offered by KOBO WEALTH CONSERVANCY, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KOBO WEALTH CONSERVANCY, LLC →

Introduction

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Frequently Asked Questions

What services does Cristopher Jon Borden offer?

Cristopher Jon Borden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.

What are Cristopher Jon Borden's credentials?

Cristopher Jon Borden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cristopher Jon Borden located?

Cristopher Jon Borden is based in HONOLULU, Hawaii, working with KOBO WEALTH CONSERVANCY, LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.

How does Cristopher Jon Borden charge for services?

Cristopher Jon Borden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOBO WEALTH CONSERVANCY, LLC?

KOBO WEALTH CONSERVANCY, LLC has approximately 4 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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