JC
James F. Crank
J C TEXAS INVESTMENT ADVISORS, LTD.
DALLAS, TX 75225
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CRD#: 1415788
JC
Professional summary
James Floyd Crank is a registered financial advisor currently at J C TEXAS INVESTMENT ADVISORS, LTD. located in Dallas, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. James has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 28 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LISTED UNDER ITEM 12 - EMPLOYMENT HISTORY.
JAMES CRANK FORMED JC TEXAS INVESTMENT ADVISORS, LTD. IN NOVEMBER, 2003. THE FIRM IS ENGAGED TO PROVIDE INVESTMENT ADVISORY SERVICES. THE ADDRESS OF THE FIRM IS 8111 PRESTON RD., SUITE 420, DALLAS, TX 75225. MR. CRANK IS THE MANAGING PARTNER OF JC TEXAS INVESTMENT ADVISORS, LTD. MR. CRANK WORKS APPROXIMATELY 25 HOURS PER WEEK AT THE FIRM OF WHICH 10 HOURS PER WEEK ARE DURING MARKET HOURS. MR. CRANK'S DUTIES INVOLVE MANAGING EQUITY AND FIXED-INCOME PORTFOLIOS. . Mr. Crank is the Managing Partner for J C Advisors, LLC and J C Properties, Ltd.. J C Advisors, LLC owns interest in J C Texas Investment Advisors, Ltd., J C Properties, Ltd. and AMG Asset Advisors, Ltd. J C Properties, Ltd. is a family partnership that is predominately invested in oil & gas interests. AMG Asset Advisors, Ltd is majority owned by Mr. & Mrs. Crank's children. Crank Management Trust is jointly owned with Mr. Crank's sister as a potential source of funds for immediate family needs that may become necessary with Mr. Crank's step mother and Mr. Crank serves as co-trustee. Mr. Crank serves as a co-trustee for the Amelia Bryan Crank 1991 Trust, Madeline Claire Crank 1993 Trust and Carolena Gabrielle Crank 1996 Trust for the benefit of each of those respective named children. Mr. Crank is the President, Manager and co-owner of J C Associates, Inc. that is in the general investment business. Preston Floyd Realty, Inc. is predominately a real estate investment vehicle that is owned by Mr. Crank and he serves as President and Manager. Double Barrelled Partners was an entity that was terminated in 2006 and served in conjunction with Goliad Partnership. Mr. Crank is a partner in Goliad Partnership, a general partnership, that invest in oil & gas, real estate and small businesses.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 15, 2004 - Present
J C TEXAS INVESTMENT ADVISORS, LTD.
Office #1: 8111 Preston Road Suite 480, Dallas, TX 75225RIA
CRD#: 129565
DALLAS, TX
Past
June 2, 1993 - June 30, 2006
BURCH CAPITAL MANAGEMENT, INC.
BD
CRD#: 28095
DALLAS, TX
Past
August 14, 1990 - September 3, 1991
ARGENT INVESTMENT SERVICES, INC.
BD
CRD#: 25624
RUSTON, LA
Past
February 7, 1987 - October 20, 1987
RAUSCHER PIERCE REFSNES, INC.
BD
CRD#: 6663
Past
March 10, 1986 - January 27, 1987
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Past
September 25, 1985 - March 6, 1986
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/15/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 6/29/1990
Introducing Broker/Dealer Financial Operations Principal ExaminationPrincipal/Supervisory Exam
Current Firm
JC
J C TEXAS INVESTMENT ADVISORS, LTD.
J C INVESTMENT ADVISORS, LTD. | J C TEXAS INVESTMENT ADVISORS, LTD.
CRD#: 129565 / SEC#:
Texas
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Contact information
Main Address
8111 Preston Road, Suite 420, Dallas, TX 75225
Mailing Address
Phone number
(214) 373-3577
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 93,439,676 |
Red Flags
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Company Information
J C TEXAS INVESTMENT ADVISORS, LTD.
CRD#: 129565Dallas, TX 75225TRUST BUT VERIFY
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