Timothy R. Jones
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Robert Jones JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2021 - Present
BCR WEALTH STRATEGIES
Office #1: 1952 Urban Center Parkway, Vestavia, AL 35242-2594February 27, 2018 - January 11, 2021
TD AMERITRADE, INC.
February 26, 2018 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - January 11, 2021
TD AMERITRADE, INC.
March 9, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
December 22, 2011 - February 26, 2018
SCOTTRADE, INC.
Primary Firm SEC Registration
BCR WEALTH STRATEGIES
CRD#: 119670 / SEC#: 801-61015
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2021)
Exams
Current Firm
BCR WEALTH STRATEGIES
CRD#: 119670 / SEC#: 801-61015
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,219 |
| AUM (Assets Under Management) | $ 528,142,142 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/30/2025 | ||
| 10/01/2024 | ||
| 09/13/2023 |
Red Flags
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