Curtis Jay Jones

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

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

• 07/2001 → Present
  Calton & Associates, Inc.
  Tampa, FL

Other Businesses

No. 1) Name of Business: JayLynn LP. Non-Investment related. Address: 940 Waikiki Dr, Merritt Island, FL 32953. Nature of Business: Bookkeeping and records of business expenses for Tax purposes. Position/Title/Relationship: Owner. Start Date: 01/04/2004. Hours per month: 6. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Used for my pass through of Business expenses. No. 2) Name of Business: Con-Cur Properties LLC. Non-Investment related. Address: 940 Waikiki Dr, Merritt Island, FL 32953. Nature of Business: Limited Liability Company to isolate liabilities from our Hunting/Timber land and rental property. Position/Title/Relationship: Co-Partner & Co-Owner. Start Date: 05/01/2012. Hours per month: 6. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Hunting and Timberland. One rental home leased purchase.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-23
• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1994-01-27

Other Names

• C Jay Jones