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Inactive

Brian Keith Jones

Captrust

The Woodlands, TX

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-18
  • TX RA
    APPROVED
    Since 2024-01-18

Branch Locations

9709 Lakeside Blvd, Ste. 450, The Woodlands, TX 77381 • 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
Robare & Jones Asset Managers Houston TX 09/2015 10/2019
Triad Hybrid Solutions Norcross GA 10/2019 02/2020
Cresset Asset Management, Llc Houston TX 07/2021 04/2022
Asset Management Advisors Houston TX 08/2020 07/2021
Triad Advisors Norcross GA 09/2015 02/2020
Unemployed Spring TX 02/2020 08/2020
Engrave Wealth Partners, Llc The Woodlands TX 05/2022 01/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2024 Present
  • 09/2015 → 10/2019
    Robare & Jones Asset Managers
    Houston, TX
  • 10/2019 → 02/2020
    Triad Hybrid Solutions
    Norcross, GA
  • 07/2021 → 04/2022
    Cresset Asset Management, Llc
    Houston, TX
  • 08/2020 → 07/2021
    Asset Management Advisors
    Houston, TX
  • 09/2015 → 02/2020
    Triad Advisors
    Norcross, GA
  • 02/2020 → 08/2020
    Unemployed
    Spring, TX
  • 05/2022 → 01/2024
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 01/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2022-06-02 → 2024-03-26
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 2021-07-27 → 2022-04-29
    Cresset Asset Management, Llc
    Houston, TX
    Chicago, IL
  • 2019-10-15 → 2020-02-10
    Osaic Advisory Services, Llc
    Atlanta, GA
    Houston, TX
  • 2016-06-09 → 2020-02-03
    Robare & Jones Wealth Management
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-27
  • S66 Uniform Combined State Law Examination
    2016-04-27
Designations

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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