Todd Michael Jones

Current Employers

Strategic Portfolio Advisors, Inc.

194 Marina Drive Suite 202, Long Beach, CA 90803 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2023-04-07

CA RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2023-04-07

Branch Locations

194 Marina Drive Suite 202, Long Beach, CA 90803 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Strategic Portfolio Advisors, Inc.	Long Beach	CA	06/2008	Present

06/2008 → Present

Strategic Portfolio Advisors, Inc.

Long Beach, CA

Previous Registrations

2008-06-27 → 2015-12-31

Strategic Portfolio Advisors, Inc.

Long Beach, CA
2004-12-14 → 2008-07-30

Private Equity Investments, Inc.

Long Beach, CA

Newport Beach, CA

Long Beach, CA

Current Employers

Strategic Portfolio Advisors, Inc.

Disclosures

Employment History

Previous Registrations

Other Firms

Other Investors

Other Offices

Reviews