Daniel Richmond Jones

Current Employers

Employment History

• 09/2012 → 10/2019
  Proequities, Inc
  Birmigham, AL
• 09/2019 → Present
  Truewealth Advisors, Llc
  Hoover, AL
• 10/2021 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 09/2019 → 10/2021
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Trussville, AL

Previous Registrations

• 2012-10-09 → 2019-10-08
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
• 2010-07-08 → 2012-09-19
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Mountain Brook, AL
• 2006-05-01 → 2010-04-07
  Ameriprise Financial Services, Llc
  Birmingham, AL

Other Businesses

1) TRUEWEALTH ADVISORS, LLC; Investment Related; 2000 Southlake Park, Ste 200, Birmingham, AL 35244; Insurance and Investments; Chief OPS Officer/Wealth Advisor/Financial Advisor/Independent Investment Adviser; Start Date 10/2019; 160 hours per month, more or less, with the majority of those 160 hours per month occurring during trading hours; Provide advisory services to clients. >> 2) DANIEL JONES - INSURANCE; Investment Related; 2000 Southlake Park, Ste 200, Birmingham, AL 35244; Insurance; Independent Producer; Start Date 04/2005; 2 hour per month, more or less; Licensed insurance producer occasionally offering insurance products (Long-Term Care, Life, Disability) to prospects and customers. >> 3) POA; Non-Investment Related; Trussville, AL; Other; Power of Attorney; Start Date 09/2018; No hours per month; Power of Attorney for immediate family members. 4) RENTAL PROPERTY; Investment Related; Orange Beach, AL; Rental Property; Owner; Start Date 03/2022; 3 hours per month with no hours per month occurring during trading hours; I own a beach condo that I rent out through an outside company, Beachball Properties. 5) Rental Property; Investment related: Yes; 26800 Perdido Beach Blvd Unit 415 Orange Beach al 36561 USA; This is a rental property. It is managed by a third party rental agency on my behalf. ; Owner; 2022-01-04; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 5; I pay the mortgage on the unit and maintain the furniture and interior furnishings. 6) Trussville United Soccer Club; investment related: No; Location of the business: 4601 Pumphouse Rd Trussville AL 35173 US; Description of the business: This is for the Trussville United Soccer Club. It is a youth soccer club in Trussville, AL. They have programs designed to help develop soccer skills for the local youth. ; Position Title: Board Member; Responsibilities Duties: Attend Board meetings as scheduled Provide updates and concerns brought up by members or themselves Vote and decide on any business brought before the Board Review financial assistance applications and approve Work with Executive Director to select two club players for annual scholarships; Start date with business: 2026-06-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No; 7) NAME OF OTHER BUSINESS: TRUSSVILLE UNITED SOCCER CLUB; INVESTMENT RELATED: NO ADDRESS: 4601 PUMPHOUSE RD, TRUSSVILLE, AL 35173; NATURE OF BUSINESS: BOARD; START DATE: 6/15/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK:2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ASSIST BOARD MEETINGS, REVIEW & APPROVE FINANCIAL ASSISTANCE APPLICATIONS;

Exams

• S66 Uniform Combined State Law Examination
  2006-03-01

Designations

Other Names

• Daniel Richmond Jones
• Daniel Richmond Jones
• Daniel Richmond Jones