David Bennett Jones

Employer firm

Stonecrest Advisors, Inc. CRD 142095

$399M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2015 → Present
  Stonecrest Capital Markets, Inc.
  Austin, TX
• 04/2017 → Present
  Stonecrest Advisors, Inc.
  Austin, TX

Other Businesses

1. Stonecrest Partners of Puerto Rico; Investment related: No; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Admin Service Company; Position: Treasurer/Secretary and part owner; Start Date: 06/18; Hours/Month: 1-During Trading Hours: 1; Duties: Treasurer 2. Stonecrest Advisors; Investment related: Yes; Address: 300 W 6th Street, Suite 1550 Austin, TX 78701; Nature: Investment Adviser; Position: President, COO; Start Date: 09/17; Hours/month: 80; During Trading Hours: 80; Duties: President, COO. 3. Winlo Management Group LLC; Investment related: Yes; Address: 300 W 6th St, Suite 1550; Nature: Broker-Dealer; Position: Indirect Owner; Start Date: 01/24; Hours/month: 1; During Trading Hours: 1; Duties: Indirect Owner

Exams

• S66 Uniform Combined State Law Examination
  2015-09-24

Other Names

• David B Jones