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Larry Collin Jones

Oneascent Family Offices

Birmingham, AL

Golden, CO

CRD 7974535

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Employer firm

Oneascent Family Offices CRD 323305

$544M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FAMILY OFFICE SERVICES

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

Current Employers
Oneascent Family Offices

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-10-10
  • CO RA
    APPROVED
    Since 2024-10-10

Branch Locations

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Golden, CO • 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
Oneascent Family Office, Llc Birmingham AL 08/2024 Present
Pushplay Holdings, Limited Remond WA 01/2017 Present
Corepoint Health Frisco TX 01/2015 12/2016
  • 08/2024 → Present
    Oneascent Family Office, Llc
    Birmingham, AL
  • 01/2017 → Present
    Pushplay Holdings, Limited
    Remond, WA
  • 01/2015 → 12/2016
    Corepoint Health
    Frisco, TX
Other Businesses

Name of business: Pushplay Holdings, Limited. Not investment related. 18300 Redmond Way, Suite 300, Redmond, WA 98052. Nature of business: donation and live streaming software. Position: Consultant. Relationship with other business: Consultant. Start date: 2010. Number of hours spent per month on business during trading hours: 4. Duties: consultant for legal matters and for business strategy.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-09
  • S65 Uniform Investment Adviser Law Examination
    2024-10-09
Other Names
  • Collin Jones

View on SEC IAPD

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