Cade A. Jones

EIGHT 31 FINANCIAL

MIDLAND, TX 79705

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CRD#: 6950923

Professional summary

Cade Allen Jones is a registered financial advisor currently at EIGHT 31 FINANCIAL, LLC located in Midland, Texas.

Cade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cade has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cade Allen 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

September 14, 2023 - Present

EIGHT 31 FINANCIAL, LLC

Office #1: 3200 Mockingbird Lane Building 7, Suite 204, Midland, TX 79705

RIA

CRD#: 327632

MIDLAND, TX

Past

June 14, 2018 - September 11, 2023

SYNTAL CAPITAL PARTNERS, LLC

RIA

CRD#: 161954

MIDLAND, TX

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".

EIGHT 31 FINANCIAL, LLC

EIGHT 31 FINANCIAL, LLC | EXODUS 20:2, LLC

CRD#: 327632 / SEC#: 801-128608

RIA

Registered Investment Advisory firm - (8/28/2023 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

Texas
(9/14/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/2018

Uniform Investment Adviser Law Examination

Current Firm

EIGHT 31 FINANCIAL, LLC

EIGHT 31 FINANCIAL, LLC | EXODUS 20:2, LLC

CRD#: 327632 / SEC#: 801-128608

RIA

Registered Investment Advisory firm - (8/28/2023 Approved)

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Contact information

Main Address

3200 Mockingbird Lane Building 7, Suite 204, Midland, TX 79705

Mailing Address

Phone number

(423) 282-0251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EIGHT 31 FORM ADV PART 2A (3/31/2025)

EIGHT 31 WRAP FEE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 494,264,981

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.

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Cade A. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cade Allen Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

EIGHT 31 FINANCIAL, LLC

SYNTAL CAPITAL PARTNERS, LLC

Primary Firm SEC Registration

EIGHT 31 FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2018

Current Firm

EIGHT 31 FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EIGHT 31 FINANCIAL, LLC

TRUST BUT VERIFY

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