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RJ

Rex B. Jones

IFC ADVISORS LLC
LOS ANGELES, CA 90025
Some features on this profile are disabled
CRD#: 4362740
RJ

Professional summary

Rex Barton Jones is a registered financial advisor currently at IFC ADVISORS LLC located in Los Angeles, California.

Rex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Rex has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

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.
IFC WEALTH MANAGEMENT, LLC, INVT RELATED, LOS ANGELES, CA, SUPPORT STAFF/FA, START DATE 6/14/2024, 200 HRS PER MONTH, 130 HRS DURING TRADING, SUPPORT STAFF/FA FOR FEE-ONLY RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rex Barton 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 6, 2024 - Present

IFC ADVISORS LLC

Office #1: 11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
RIA
CRD#: 332157
LOS ANGELES, CA
Past

January 3, 2011 - November 19, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LOS ANGELES, CA
Past

January 3, 2011 - November 19, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LOS ANGELES, CA
Past

June 29, 2004 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
LOS ANGELES, CA
Past

June 29, 2004 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
LOS ANGELES, CA
Past

January 2, 2003 - July 14, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
LOS ANGELES, CA
Past

April 26, 2001 - July 14, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

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".
IA
IFC ADVISORS LLC
IFC ADVISORS LLC

CRD#: 332157 / SEC#: 801-130735

RIA
Registered Investment Advisory firm - (7/24/2024 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
California
(11/6/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/31/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/6/2001
Uniform Securities Agent 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: 4/25/2001
General Securities Representative Examination

Current Firm

IA
IFC ADVISORS LLC
IFC ADVISORS LLC

CRD#: 332157 / SEC#: 801-130735

RIA
Registered Investment Advisory firm - (7/24/2024 Approved)
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Contact information

Main Address
11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 596-1250
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IFC ADVISORS FORM ADV PART 2A WRAP BROCHURE (11/5/2025)
IFC ADVISORS FORM ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts1,901
AUM (Assets Under Management)$ 2,336,846,478

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

IFC ADVISORS LLC

CRD#: 332157Los Angeles, CA 90025

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