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TJ

Timothy R. Jones

BCR WEALTH STRATEGIES
Vestavia, AL 35242-2594
Some features on this profile are disabled
CRD#: 5967989
TJ

Professional summary

Timothy Robert Jones JR, CFP®, who also goes by Timothy Robert Jones, is a registered financial advisor currently at BCR WEALTH STRATEGIES located in Vestavia, Alabama.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy Robert Jones

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Robert Jones JR'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®
CFP®

Certified Financial Planner

Experience

Current

April 9, 2021 - Present

BCR WEALTH STRATEGIES

Office #1: 1952 Urban Center Parkway, Vestavia, AL 35242-2594
RIA
CRD#: 119670
Vestavia, AL
Past

February 27, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
HUNTSVILLE, AL
Past

February 26, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Huntsville, AL
Past

February 26, 2018 - January 11, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
HUNTSVILLE, AL
Past

March 9, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

December 22, 2011 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
SHREVEPORT, LA

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".
BW
BCR WEALTH STRATEGIES
BCR EMPLOYER PLANS | PROFESSIONAL ASSET STRATEGIES, LLC | BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC | BCR WEALTH STRATEGIES, LLC | BCR WEALTH STRATEGIES | BCR WEALTH

CRD#: 119670 / SEC#: 801-61015

RIA
Registered Investment Advisory firm - (3/21/2002 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
Alabama
(4/9/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/9/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/2012
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: 12/21/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/8/2015
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/19/2015
General Securities Sales Supervisor - Options Module Examination

Current Firm

BW
BCR WEALTH STRATEGIES
BCR EMPLOYER PLANS | PROFESSIONAL ASSET STRATEGIES, LLC | BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC | BCR WEALTH STRATEGIES, LLC | BCR WEALTH STRATEGIES | BCR WEALTH

CRD#: 119670 / SEC#: 801-61015

RIA
Registered Investment Advisory firm - (3/21/2002 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1952 Urban Center Parkway, Vestavia, AL 35242-2594
Mailing Address
Phone number
(205) 298-1234
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (7 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

2026 ADV PART 2 (1/22/2026)

Regulatory assets under management

Total Number of Accounts1,219
AUM (Assets Under Management)$ 528,142,142

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/30/2025
Cover Page
Report
10/01/2024
Cover Page
Report
09/13/2023
Cover Page
Report

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

BCR WEALTH STRATEGIES

CRD#: 119670Vestavia, AL 35242-2594

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