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James David Jones

Mdx Wealth Management

Sugarland, TX

Pearland, TX

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Current Employers
Mdx Wealth Management

2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2016-11-02
NV RA APPROVED 2016-08-22
CA RA APPROVED 2016-06-17
TX RA APPROVED 2013-01-01
  • AZ RA
    APPROVED
    Since 2016-11-02
  • NV RA
    APPROVED
    Since 2016-08-22
  • CA RA
    APPROVED
    Since 2016-06-17
  • TX RA
    APPROVED
    Since 2013-01-01

Branch Locations

2245 Texas Dr Suite 300, Sugarland, TX 77479 • United States

Pearland, TX • 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
Mdx Wealth Management Sugarland TX 01/2012 Present
Synergy Financial Llc Houston TX 09/2015 08/2018
Callaway Financial Services, Inc. Houston TX 03/2016 02/2022
Mdx Holdings Inc. Sugarland TX 01/2016 08/2024
Bournehill Investment Services, Inc Mineola NY 02/2022 08/2024
  • 01/2012 → Present
    Mdx Wealth Management
    Sugarland, TX
  • 09/2015 → 08/2018
    Synergy Financial Llc
    Houston, TX
  • 03/2016 → 02/2022
    Callaway Financial Services, Inc.
    Houston, TX
  • 01/2016 → 08/2024
    Mdx Holdings Inc.
    Sugarland, TX
  • 02/2022 → 08/2024
    Bournehill Investment Services, Inc
    Mineola, NY
Previous Registrations
  • 2015-10-13 → 2018-08-02
    Synergy Financial Llc
    Pearland, TX
Other Businesses

1) Texas State Life and Health Insurance; Pearland, TX; not investment related; 4hrs/month; Independent Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-28
S63 Uniform Securities Agent State Law Examination 2012-01-03
  • S65 Uniform Investment Adviser Law Examination
    2012-12-28
  • S63 Uniform Securities Agent State Law Examination
    2012-01-03
Other Names
  • David Jones

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATEGIC ADVISERS LLC

Other Investors

SONNY M. BLANCHARD
MARK ROBERT LATAWIEC
ROSEMARY L GUILLOTTE
RAYMOND STAUFFACHER
JAIKISHAN MADHU DARYANANI
HAL MITCHELL FINBERG
KIEN CHI THAI
Roneil Bharat Patel

Other Offices

LOMETA CAPITAL PARTNERS, INC. · SUGAR LAND, TX
CONSTELLATION CAPITAL GROUP, LLC · SUGAR LAND, TX
ANGELUS WEALTH, LLC · SUGAR LAND, TX
WELLS FARGO CLEARING SERVICES, LLC · SUGAR LAND, TX
LINCOLN INVESTMENT · SUGAR LAND, TX
OSAIC WEALTH, INC. · Sugar Land, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Suite 550, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sugar Land, TX

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