Brian K. Jones

Current Employers

Employment History

• 10/2016 → 04/2021
  Avantax Advisory Services
  Richardson, TX
• 10/2016 → 04/2021
  Avantax Insurance Agency Llc
  Richardson, TX
• 05/2016 → 04/2017
  Mid America Mortgage
  Addison, TX
• 01/2017 → 04/2021
  Avantax Investment Services, Inc.
  Richardson, TX
• 05/2017 → 03/2018
  Carrington Mortgage Services Llc
  Anaheim, CA
• 03/2018 → 03/2021
  Countryplace Mortgage
  Addison, TX
• 09/2019 → 03/2021
  Array Capital Investment Co. Llc
  Plano, TX
• 11/2021 → 03/2023
  Pfs Investments Inc.
  Dallas, TX
• 07/2022 → 03/2023
  Homebridge Financial Services, Inc.
  Iselin, NJ
• 03/2023 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 03/2021 → 06/2022
  First Guaranty Mortgage
  Plano, TX
• 04/2016 → 08/2018
  Money Concepts Capital
  Richardson, TX
• 05/2023 → Present
  Brian K. Jones
  Richardson, TX

Previous Registrations

• 2022-06-28 → 2023-04-05
  Pfs Investments Inc.
  Dallas, TX
• 2016-10-27 → 2021-05-03
  Avantax Advisory Services
  Richardson, TX
• 2013-09-11 → 2014-10-27
  Generational Wealth Advisors
  Richardson, TX
• 2009-12-15 → 2012-01-25
  Park Avenue Securities Llc
  Addison, TX
• 2007-12-13 → 2009-11-06
  Principal Securities, Inc.
  Richardson, TX
  Addison, TX

Other Businesses

Entity Name: Brian K. Jones Investment related: No "Address: Richardson, TX 75082" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sports Official - High School and college wrestling referee. Part-time, Seasonal, not connected to JMPC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-17
• S66 Uniform Combined State Law Examination
  2007-11-17

Other Names

• Brian Keith Jones