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Quentin Cohlby Jones

Btc Financial Management Co.

Bethany, MO

CRD 6485590

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Employer firm

Btc Financial Management Co. CRD 170305

$39.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Btc Financial Management Co.

3606 Miller Street, Bethany, MO 64424 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2015-07-07
  • MO RA
    APPROVED
    Since 2015-07-07

Branch Locations

3606 Miller Street, Bethany, MO 64424 • 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
Btc Financial Management Co. Bethany MO 04/2015 Present
Btc Bank Carrollton MO 07/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-07
  • S65 Uniform Investment Adviser Law Examination
    2015-07-07

View on SEC IAPD

Nearby Firms

EDWARD JONES
LPL ENTERPRISE, LLC

Nearby Investors

JEFFREY SCOTT DONOVAN
Jonathan Douglas Fish
MICHAEL SCOTT HILL

Nearby Offices

EDWARD JONES · BETHANY, MO
LPL ENTERPRISE, LLC · ALBANY, MO

More in Bethany, MO

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