James D. Jones
Professional summary
James David Jones, who also goes by David Jones, is a registered financial advisor currently at MDX WEALTH MANAGEMENT located in Pearland, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. James has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James David Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2013 - Present
MDX WEALTH MANAGEMENT
May 27, 2016 - August 26, 2024
BOURNEHILL INVESTMENT SERVICES, INC.
October 13, 2015 - August 2, 2018
SYNERGY FINANCIAL LLC
January 5, 2012 - January 6, 2012
IMS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2016)
(6/17/2016)
(8/22/2016)
(1/1/2013)
Exams
Current Firm
MDX WEALTH MANAGEMENT
CRD#: 161309 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 244 |
| AUM (Assets Under Management) | $ 63,500,955 |
Red Flags
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