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Joseph Marcus Jones

Integrity Alliance, LLC.

Owasso, OK

Urbandale, IA

CRD 5291714

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Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2020-01-13
  • OK RA
    APPROVED
    Since 2020-01-13

Branch Locations

Owasso, OK • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 01/2013 08/2018
Questar Asset Management Minneapolis MN 01/2013 08/2018
Brokers International Financial Services Claremore OK 01/2020 Present
Jones Financial Services Claremore OK 01/2013 Present
  • 01/2013 → 08/2018
    Questar Capital Corporation
    Minneapolis, MN
  • 01/2013 → 08/2018
    Questar Asset Management
    Minneapolis, MN
  • 01/2020 → Present
    Brokers International Financial Services
    Claremore, OK
  • 01/2013 → Present
    Jones Financial Services
    Claremore, OK
Previous Registrations
  • 2013-01-16 → 2018-08-02
    Questar Asset Management, Inc.
    Minneapolis, MN
    Claremore, OK
  • 2007-04-10 → 2012-12-11
    Tulsa, OK
Other Businesses

1) Jones Financial Solutions; Securities related; 1350 E 510 Road, Claremore, OK 74019; DBA for fixed insurance; securities and advisory business; President; started 01/01/2013; 160 hours per month, 140 during trading hours; Sales and service of insurance, securities, and advisory products. 2) Foundation Insurance Solutions; Securities related; 616 E 63rd Street STE 201, Kansas City, MO 64110; Fixed insurance; Co-owner; Started 01/01/2016; 15 hours per month, 5 during trading; Sign off on annual minutes and statements. 3) Independent Insurance Agent; Securities related; 14350 E 510 Road, Claremore, OK 74019; Fixed insurance; Agent; 01/01/2014; 25 hours per month, 15 during trading; Sales and service of fixed insurance. 4) Rogers State University Foundation; Not securities related; 1701 W Will Rogers Blvd; Claremore, OK 74017; Fundraising board for a university; Board Member; 3 hours per month, 3 during trading; Attend quarterly meetings to discuss foundation activities. 5) CJ CAPITAL POSITION: Owner NATURE: This is a company between Elliot Campell and myself. We are trading options of our own money inside an LLC. He is not registered and we are not using any client money or outside investors. I have previously spoke with Ryan Burry about this Elliot is not a rep nor is he a client now or at any point. 01/22/2026 Changed to a partnership for tax reasons. JS INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 21 START DATE: 01/21/2026 ADDRESS: 11607 e 105th St N, Owasso OK 74055, United States DESCRIPTION: researching charts and making SPY SPX option trades please feel free to reach out for more information

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-09
  • S66 Uniform Combined State Law Examination
    2007-04-09
Other Names
  • Joseph M. Jones
  • Joe Jones

View on SEC IAPD

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