Brian Jones

JONES CAPITAL ADVISORS

MURPHY, TX 75094

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CRD#: 2884027

Professional summary

Brian Jones is a registered financial advisor currently at JONES CAPITAL ADVISORS, LLC located in Murphy, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 7 firms and has passed the Series 66, Series 65, Series 63 and Series 7 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.

Jones Capital Advisors, LLC 806 Shadybrook Drive Murphy, TX 75094 Life Insurance President Started 2011 As part of the business of Jones Capital Advisors, Brian Jones is licensed in Texas to sell life insurance. There is minimal time spent annuallyon this business and is only provided upon client request.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jones's 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

October 24, 2011 - Present

JONES CAPITAL ADVISORS, LLC

Office #1: 806 Shadybrook Drive, Murphy, TX 75094

RIA

CRD#: 159091

MURPHY, TX

Past

July 16, 2010 - September 7, 2011

MORGAN STANLEY

RIA

CRD#: 149777

DALLAS, TX

Past

July 8, 2010 - September 7, 2011

MORGAN STANLEY

CRD#: 149777

DALLAS, TX

Past

March 26, 2009 - December 31, 2009

SEQUOIA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 149767

LAKEWOOD, NJ

Past

March 7, 2006 - November 26, 2008

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

DALLAS, TX

Past

October 18, 2005 - November 26, 2008

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

DALLAS, TX

Past

March 16, 1998 - April 23, 1998

DOMINICK & DICKERMAN LLC

CRD#: 7344

OLD GREENWICH, CT

Past

May 20, 1997 - September 26, 1997

BARRON CHASE SECURITIES, INC.

CRD#: 18969

BOCA RATON, FL

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

New Jersey
(6/16/2025)

IAR

Texas
(10/24/2011)

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 66

Date: 1/26/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/4/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/2005

General Securities Representative Examination

Current Firm

JONES CAPITAL ADVISORS, LLC

CRD#: 159091 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/16/2025 Approved)

Texas

Registered Investment Advisory firm - (10/24/2011 Approved)

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Contact information

Main Address

806 Shadybrook Drive, Murphy, TX 75094

Mailing Address

Phone number

(214) 587-9774

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 18,750,000

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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Brian Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

SEQUOIA CAPITAL MANAGEMENT, LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

DOMINICK & DICKERMAN LLC

BARRON CHASE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2006

Series 65

Date: 5/4/2001

Series 63

Date: 6/27/1997

Series 7

Date: 10/17/2005

Current Firm

JONES CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JONES CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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