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999 Oakmont Plaza Drive Suite 600, Westmont, IL 60559 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Investment Distributors, Llc | Chicago | IL | 01/2015 | 12/2019 |
| Bmo Asset Management Corp. | Heber | UT | 01/2013 | 03/2022 |
| Foreside Financial Services, Llc | Heber | UT | 01/2020 | 02/2022 |
| Nextier Distribution Llc | Raleigh | NC | 03/2024 | Present |
| Frontier Partners, Inc. | Westmont | IL | 03/2024 | 01/2026 |
| Frontegra Asset Management, Inc. | Westmont | IL | 03/2024 | 12/2025 |
| Sabbatical | Heber City | UT | 04/2022 | 12/2022 |
| 5150 Storage | Heber City | UT | 03/2022 | 02/2024 |
| Magellan Investment Partners North America, Inc. | Westmont | IL | 01/2026 | Present |
1: Cody Storage; Address: 2100 Pleasant Grove Blvd., Suite 200, Pleasant Grove, UT 84062. Nature of OBA: Real Estate, Industrial and Retail Storage. Position and Title: Member (Passive Investor). Start date February 2020. The business is not investment related. Mr. Jones devotes zero hours per month to the other business with zero hours devoted to the other business during securities trading hours. Mr. Jones' duties relating to the other business consist only of being a passive investor in the other business. 2: 5150 Storage; Address: 104 E. 600 S PMB 315, Heber City, UT 84032. Nature of OBA: Storage Facility. Position and Title: Member and Owner. Start date: March 2022. The business is not investment related. Mr. Jones devotes 1-2 hours per month to the other business with zero hours devoted to the other business during securities trading hours. Mr. Jones' duties relating to the other business consist only of being an owner in this passive real estate holding.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-10 |
| S66 | Uniform Combined State Law Examination | 2008-12-31 |
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