DJ
Davis C. Jones
IRON FORGE FINANCIAL
HUDSON OAKS, TX
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CRD#: 8032016
DJ
Professional summary
Davis Cade Jones is a registered financial advisor currently at IRON FORGE FINANCIAL located in Hudson Oaks, Texas.
Davis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Davis has worked at 1 firm 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.
1. Licensed Insurance Agent; Yes; Hudson Oaks, TX; Insurance Products; 05/20/2025. 2. Davis Cade Jones sells eggs and beef from his farm. He also owns a rental home. Approximately eight hours a week are spent on these other business activities. Davis Cade Jones also owns Bearcat Poo Patrol (pet waste removal), Vitals and Minerals (oil/gas and anesthesia consulting) Pristine Aquatics (pool service), Organic Harmony Lawns (weed and fertilization service) and Midnight Hambush (thermal hog hunting). Approximately 15 hours a month are spent on these other business activities.
CRS (Client Relationship Summary) - RIA
Click below to view Davis Cade Jones's 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®
NoneExperience
Current
February 21, 2025 - Present
IRON FORGE FINANCIAL
RIA
CRD#: 334445
HUDSON OAKS, TX
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(2/21/2025)
Current Firm
IF
IRON FORGE FINANCIAL
IRON FORGE FINANCIAL | IRON FORGE FINANCIAL LLC
CRD#: 334445 / SEC#:
Texas
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Contact information
Main Address
Hudson Oaks, TX
Mailing Address
Phone number
(817) 343-0654
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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