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Kristofer Louis Jones

Dca Family Office, LLC

Roseville, CA

CRD 4521201

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Employer firm

Dca Family Office, LLC CRD 322047

$120M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Dca Family Office, Llc

3721 Douglas Blvd Suite 350, Roseville, CA 95661 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-20
  • CA RA
    APPROVED
    Since 2023-12-20

Branch Locations

3721 Douglas Blvd Suite 350, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dca Family Office, Llc Roseville CA 07/2022 Present
Pace Loan Group Eden Prairie MN 06/2021 07/2022
Ten-X Irvine CA 05/2020 07/2021
Realcrowd Loomis CA 09/2016 03/2020
Palmer Capital Roseville CA 08/2010 09/2016
  • 07/2022 → Present
    Dca Family Office, Llc
    Roseville, CA
  • 06/2021 → 07/2022
    Pace Loan Group
    Eden Prairie, MN
  • 05/2020 → 07/2021
    Ten-X
    Irvine, CA
  • 09/2016 → 03/2020
    Realcrowd
    Loomis, CA
  • 08/2010 → 09/2016
    Palmer Capital
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-17
S63 Uniform Securities Agent State Law Examination 2002-04-29
  • S65 Uniform Investment Adviser Law Examination
    2023-12-17
  • S63 Uniform Securities Agent State Law Examination
    2002-04-29
Other Names
  • Kristofer Louis Jones

View on SEC IAPD

Nearby Firms

DCA MANAGEMENT COMPANY, INC.
MUTUAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

KHOLT T. MULDERRIG
Christopher Bruce Stephenson
DANIEL HAVEN FULLER

Nearby Offices

DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA

More in Roseville, CA

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