Gary D. Jones

FBL WEALTH MANAGEMENT

West Des Moines, IA 50266

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CRD#: 1544029

Professional summary

Gary Dale Jones, who also goes by Gary D Jones, Gary Dale Jones, Gary Jones, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Leavenworth, Kansas.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary D Jones | Gary Dale Jones | Gary 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) - RIA

Click below to view Gary Dale 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

January 3, 2020 - Present

FBL WEALTH MANAGEMENT, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266

RIA

CRD#: 291396

West Des Moines, IA

Current

January 3, 2020 - Present

FBL MARKETING SERVICES, LLC

Office #1: 4501 Commercial Place Suite B, Leavenworth, KS 66048

CRD#: 5309

Leavenworth, KS

Past

October 28, 2014 - January 23, 2020

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

OVERLAND PARK, KS

Past

October 28, 2014 - January 23, 2020

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

OVERLAND PARK, KS

Past

September 22, 2010 - November 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OVERLAND PARK, KS

Past

September 22, 2010 - November 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

OVERLAND PARK, KS

Past

April 27, 2009 - September 1, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

INDEPENDENCE, MO

Past

December 5, 2008 - September 1, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

INDEPENDENCE, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(10/26/2022)

IAR

Arizona
(11/3/2022)

Colorado
(12/10/2021)

IAR

Colorado
(12/10/2021)

Florida
(2/2/2022)

IAR

Florida
(2/16/2022)

Georgia
(1/3/2020)

IAR

Georgia
(1/15/2020)

Iowa
(2/28/2024)

IAR

Iowa
(3/1/2024)

Kansas
(1/3/2020)

IAR

Kansas
(1/3/2020)

Missouri
(1/3/2020)

IAR

Missouri
(1/3/2020)

Nebraska
(3/5/2026)

IAR

Nebraska
(3/5/2026)

Tennessee
(2/28/2024)

Texas
(1/3/2020)

IAR

Texas
(1/6/2020)

Washington
(4/25/2022)

IAR

Washington
(4/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

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Contact information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 225-5400

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FBL WEALTH MANAGEMENT, LLC - FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 8,654,949

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.

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Advisor Monitoring

Firm Stability Insights

Gary D. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FBL WEALTH MANAGEMENT, LLC

FBL MARKETING SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/4/2008

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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