Dallas L. Jones

BRANSON FOWLKES & CO

Houston, TX 77027

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CRD#: 1825351

Professional summary

Dallas Leigh Jones is a registered financial advisor currently at BRANSON FOWLKES & CO INC located in Houston, Texas and BRANSON FOWLKES RUSSELL INC located in Houston, Texas.

Dallas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Dallas has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dallas Leigh 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

November 22, 2004 - Present

BRANSON FOWLKES & CO INC

Office #1: 19 Briar Hollow Lane Suite 130, Houston, TX 77027

RIA

CRD#: 107657

Houston, TX

Current

March 2, 2023 - Present

BRANSON FOWLKES RUSSELL INC

Office #1: 19 Briar Hollow Lane Suite 130, Houston, TX 77027

RIA

CRD#: 107656

Houston, TX

Past

June 25, 1998 - February 10, 2004

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HOUSTON, TX

Past

October 23, 1992 - February 10, 2004

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

March 11, 1991 - October 13, 1992

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 3, 1989 - March 15, 1991

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

June 13, 1988 - January 5, 1989

PW SECURITIES, INC.

CRD#: 6775

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".

BRANSON FOWLKES & CO INC

CRD#: 107657 / SEC#: 801-44173

RIA

Registered Investment Advisory firm - (6/22/1993 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.

Highlighted states indicate IAR registrations

IAR

Texas
(11/22/2004)

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.

Exams

State Security Law Exam

Series 63

Date: 5/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/9/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/27/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/26/1990

General Securities Principal Examination

Current Firm

BRANSON FOWLKES & CO INC

CRD#: 107657 / SEC#: 801-44173

RIA

Registered Investment Advisory firm - (6/22/1993 Approved)

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Contact information

Main Address

19 Briar Hollow Lane Suite 130, Houston, TX 77027

Mailing Address

Phone number

(713) 780-0606

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,094
AUM (Assets Under Management)	$ 407,030,000

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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Dallas L. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BRANSON FOWLKES RUSSELL INC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

SUNAMERICA SECURITIES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

PW SECURITIES, INC.

Primary Firm SEC Registration

BRANSON FOWLKES & CO INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/27/1988

SIE

Date: 5/9/2019

Series 7

Date: 10/21/1989

Series 6

Date: 5/27/1988

Series 24

Date: 10/26/1990

Current Firm

BRANSON FOWLKES & CO INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRANSON FOWLKES & CO INC

TRUST BUT VERIFY

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