David Bennett Jones Jr
Professional Summary
David Bennett Jones JR, who also goes by David B Jones, is a registered financial advisor currently at STONECREST ADVISORS, INC. located in Austin, Texas and STONECREST CAPITAL MARKETS, INC. located in Austin, Texas. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. David has worked at 2 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David B Jones
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
ASHTON STEWART WEALTH MANAGEMENT INC. | STONECREST PARTNERS | STONECREST ADVISORS, INC. | SCHILD INVESTMENT ADVISORS, INC. | REDWINE & COMPANY INC | BHS ADVISORY GROUP INC.
Contact Information
Main Address
300 West 6th Street Suite 1550, Austin, TX 78701-4666Phone Number
(866) 342-1069# of Employees
25SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
477AUM (Assets Under Management)
$398,800,521Similar Advisors
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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.
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Primary Firm SEC Registration
ASHTON STEWART WEALTH MANAGEMENT INC. | STONECREST PARTNERS | STONECREST ADVISORS, INC. | SCHILD INVESTMENT ADVISORS, INC. | REDWINE & COMPANY INC | BHS ADVISORY GROUP INC.
State Registrations and Notice Filings
(2/6/2024)
(4/1/2021)
(4/13/2017)
(6/4/2019)
(5/8/2018)
(9/24/2015)
(9/14/2017)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Bennett Jones JR's CRS (Customer Relationship Summary).
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