Timothy Robert Jones

Employer firm

Bcr Wealth Strategies CRD 119670

$528M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 02/2018
  Scottrade, Inc.
  Ridgeland, MS
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Shreveport, LA
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 04/2021 → Present
  Bcr Wealth Strategies
  Vestavia, AL

Previous Registrations

• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Shreveport, LA
  Huntsville, AL
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Huntsville, AL
• 2017-03-09 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-03-09
• S63 Uniform Securities Agent State Law Examination
  2012-01-23

Other Names

• Timothy Robert Jones