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GJ

Gary D. Jones

FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 1544029
GJ
Gary Dale JonesFBL WEALTH MANAGEMENT

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 SAVVY located in Lee's Summit, Missouri.

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 6 firms and has passed the Series 66, SIE and Series 7 exams.

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.
1) Band; Not investment related; 401 NE Bordner Dr, Lees Summit, MO 64086; Owner; Other business entities: Sole Proprietor; 10-01-2005; 4 hrs/mo; 0 hrs during trading; Play music. 2) Prairie Oak Advisors LLC; Investment Related; Lee's Summit, MO; serves as DBA entity for work at Savvy Advisors, advisor, 09/03/2026, 40 trading, (same hours as role at Savvy -this is the DBA for this role)

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

September 3, 2026 - Present

SAVVY

RIA
CRD#: 318493
LEE'S SUMMIT, MO
Current

January 3, 2020 - Present

FBL MARKETING SERVICES, LLC

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

BD
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

BD
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

BD
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 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.
RR
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

RR
Arizona
(10/26/2022)
IAR
Arizona
(11/3/2022)
RR
Colorado
(12/10/2021)
IAR
Colorado
(12/10/2021)
RR
Florida
(2/2/2022)
IAR
Florida
(2/16/2022)
RR
Georgia
(1/3/2020)
IAR
Georgia
(1/15/2020)
RR
Iowa
(2/28/2024)
IAR
Iowa
(3/1/2024)
RR
Kansas
(1/3/2020)
IAR
Kansas
(1/3/2020)
RR
Missouri
(1/3/2020)
IAR
Missouri
(1/3/2020)
RR
Nebraska
(3/5/2026)
IAR
Nebraska
(3/5/2026)
RR
Tennessee
(2/28/2024)
RR
Texas
(1/3/2020)
IAR
Texas
(1/6/2020)
RR
Washington
(4/25/2022)
IAR
Washington
(4/25/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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

SAVVY

CRD#: 318493West Des Moines, IA 50266

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