Chad T. Jones
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Chad Thomas Jones, who also goes by Chad Jones, Chad Thomas Jones, was a registered financial professional .
Chad is a previously registered financial professional and started their career in finance in 1999. Chad had worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 27, 2025 - August 11, 2025
DAVIDSON CAPITAL MANAGEMENT, INC
January 26, 2022 - February 26, 2025
FROST INVESTMENT SERVICES
April 5, 2017 - December 31, 2021
FROST INVESTMENT SERVICES
April 5, 2017 - February 26, 2025
FROST BROKERAGE SERVICES, INC.
October 20, 2016 - March 27, 2017
PNC MANAGED ACCOUNT SOLUTIONS, INC.
October 19, 2016 - March 27, 2017
BBVA SECURITIES INC.
October 12, 2015 - October 13, 2016
WELLS FARGO CLEARING SERVICES, LLC
October 12, 2015 - October 13, 2016
WELLS FARGO CLEARING SERVICES, LLC
September 23, 2013 - March 13, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 23, 2013 - March 13, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 1, 2012 - September 18, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - September 18, 2013
J.P. MORGAN SECURITIES LLC
November 18, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
November 18, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
February 9, 2009 - November 4, 2011
USAA FINANCIAL PLANNING SERVICES
February 9, 2009 - November 4, 2011
USAA FINANCIAL ADVISORS, INC.
July 10, 2002 - January 2, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 9, 2002 - January 2, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 1, 1999 - July 19, 2002
CITICORP INVESTMENT SERVICES
Primary Firm SEC Registration
DAVIDSON CAPITAL MANAGEMENT, INC
CRD#: 112232 / SEC#: 801-60519
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DAVIDSON CAPITAL MANAGEMENT, INC
CRD#: 112232 / SEC#: 801-60519
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 871 |
| AUM (Assets Under Management) | $ 567,908,265 |
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.
