James Jones

Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

Selection of other advisers

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

Current Employers

Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-01-29

AZ RA
APPROVED

Since 2026-01-29

Branch Locations

10221 N 32Nd St Ste C, Phoenix, AZ 85028-3849 • 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
The Investment Center	Boston	MA	05/2001	04/2017
Allstate Financial Services, Llc	Lincoln	NE	12/2025	Present
Allstate Financial Advisors, Llc	Lincoln	NE	12/2025	Present
Caltier	Poway	CA	01/2023	04/2025
Ira Exchange	San Tan Valley	AZ	07/2014	03/2025
Beacon Global Advisor Network, Llc	San Tan Valley	AZ	03/2025	10/2025
Allstate Insurance Co	Northbrook	IL	11/2025	Present

05/2001 → 04/2017

The Investment Center

Boston, MA
12/2025 → Present

Allstate Financial Services, Llc

Lincoln, NE
12/2025 → Present

Allstate Financial Advisors, Llc

Lincoln, NE
01/2023 → 04/2025

Caltier

Poway, CA
07/2014 → 03/2025

Ira Exchange

San Tan Valley, AZ
03/2025 → 10/2025

Beacon Global Advisor Network, Llc

San Tan Valley, AZ
11/2025 → Present

Allstate Insurance Co

Northbrook, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-05
S63	Uniform Securities Agent State Law Examination	1994-07-01

S65 Uniform Investment Adviser Law Examination

2025-06-05
S63 Uniform Securities Agent State Law Examination

1994-07-01

Other Names

James Alfred Jones

View on SEC IAPD