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LJ

Louise Jones

ALTACCESS SECURITIES COMPANY, L.P.
DALLAS, TX 75201
Some features on this profile are disabled
CRD#: 1254936
LJ

Professional summary

Louise Jones, who also goes by Louise J Jones, Louise Judith Jones, is a registered financial professional currently at ALTACCESS SECURITIES COMPANY, L.P. located in Dallas, Texas.

Louise is registered as a RR (Registered Representative) and started their career in finance in 1985. Louise has worked at 15 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 27 and Series 12 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Louise J Jones | Louise Judith Jones

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Louise Jones's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 6, 2026 - Present

ALTACCESS SECURITIES COMPANY, L.P.

Office #1: 325 N. St. Paul Street Suite 4850, Dallas, TX 75201
BD
CRD#: 119441
DALLAS, TX
Past

October 6, 2023 - March 18, 2024

TIGRESS FINANCIAL PARTNERS, LLC

BD
CRD#: 154717
NEW YORK, NY
Past

October 1, 2018 - January 16, 2020

CRAFT CAPITAL MANAGEMENT LLC

BD
CRD#: 171350
New York, NY
Past

July 13, 2018 - September 20, 2018

ROBERTS & RYAN, INC.

BD
CRD#: 19456
NEW YORK, NY
Past

January 19, 2017 - January 31, 2018

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY
Past

January 5, 2015 - July 20, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

November 13, 2014 - July 20, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 22, 2011 - May 27, 2014

NATIVEONE INSTITUTIONAL TRADING, LLC.

BD
CRD#: 122430
LEONARDO, NJ
Past

June 16, 2011 - November 2, 2011

DIVINE CAPITAL MARKETS LLC

BD
CRD#: 118212
NEW YORK, NY
Past

July 12, 2006 - January 31, 2008

VAN DER MOOLEN SPECIALISTS USA, LLC

BD
CRD#: 32034
NEW YORK, NY
Past

October 1, 2000 - January 30, 2001

SUNGARD GLOBAL EXECUTION SERVICES LLC

BD
CRD#: 43934
NEW YORK, NY
Past

January 13, 2000 - March 2, 2001

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

April 5, 1999 - June 4, 1999

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

September 1, 1987 - June 9, 1989

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

May 20, 1986 - September 1, 1987

LOVETT MITCHELL WEBB & GARRISON, INC.

BD
CRD#: 10011
Past

December 17, 1985 - December 18, 1985

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/2/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/6/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/20/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/15/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 10/1/2000
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 10/1/2000
NYSE Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ALTACCESS SECURITIES COMPANY, L.P.
ALTACCESS SECURITIES COMPANY, L.P. | MHT SECURITIES, LP | MHT SECURITIES, L.P. | MHT MIDSPAN SECURITIES, LP | BENEFICIENT SECURITIES COMPANY, L.P. | BEN SECURITIES COMPANY, L.P.

CRD#: 119441 / SEC#: , 8-65183

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Mailing Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Phone number
(214) 245-5379
Established
Texas since 11/16/2001
Firm type
Partnership
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BEN MARKETS MANAGEMENT HOLDINGS, L.P.LIMITED PARTNER
BEN MARKETS CORPORATE HOLDINGS, L.L.C.GENERAL PARTNER
GEORGE, THOMAS KEITHFINOP5378303
TALBOT, HENRY BOARDMANPRESIDENT & CCO6004463

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTACCESS SECURITIES COMPANY, L.P.

CRD#: 119441Dallas, TX 75201

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