Timothy R. Jones

PUREFI WEALTH | Senior Vice President–Wealth Management

BOSTON, MA 02109

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CRD#: 2366513

Professional summary

Timothy Richard Jones is a registered financial advisor currently at PUREFI WEALTH, LLC located in Boston, Massachusetts.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Timothy has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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 Timothy Richard 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

February 20, 2024 - Present

PUREFI WEALTH, LLC

Office #1: 10 Post Office Square Suite 710, Boston, MA 02109

RIA

CRD#: 328459

BOSTON, MA

Past

July 14, 2014 - March 21, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BOSTON, MA

Past

February 11, 2014 - March 21, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOSTON, MA

Past

July 28, 2004 - December 31, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

October 8, 2002 - February 18, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOSTON, MA

Past

August 3, 2001 - October 16, 2002

THOMAS WEISEL PARTNERS LLC

CRD#: 46237

SAN FRANCISCO, CA

Past

June 12, 1998 - August 9, 2001

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

November 9, 1995 - June 12, 1998

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

February 1, 1995 - November 3, 1995

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

December 2, 1993 - February 1, 1995

KEMPER FINANCIAL SERVICES, INC.

CRD#: 798

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".

PUREFI WEALTH, LLC

PUREFI WEALTH PARTNERS | PUREFI WEALTH, LLC

CRD#: 328459 / SEC#: 801-128976

RIA

Registered Investment Advisory firm - (10/30/2023 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

Massachusetts
(3/5/2024)

IAR

Texas
(2/20/2024)

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

IAR

Series 65

Date: 7/10/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/1/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PUREFI WEALTH, LLC

PUREFI WEALTH PARTNERS | PUREFI WEALTH, LLC

CRD#: 328459 / SEC#: 801-128976

RIA

Registered Investment Advisory firm - (10/30/2023 Approved)

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Contact information

Main Address

10 Post Office Square Suite 710, Boston, MA 02109

Mailing Address

Phone number

(617) 488-9320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PUREFI ADV BROCHURE (6/17/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 262,472,650

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Timothy R. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THOMAS WEISEL PARTNERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

DWS DISTRIBUTORS, INC.

KEMPER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PUREFI WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/1998

Series 63

Date: 1/11/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/4/1994

Series 6

Date: 12/1/1993

Current Firm

PUREFI WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUREFI WEALTH, LLC

TRUST BUT VERIFY

Contact information

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