Best Investors Account Sign in
Inactive

Riley William Jones

Legacy Capital Wealth Partners, LLC

Rogers, AR

Little Rock, AR

CRD 8221026

Claim This Profile
Employer firm

Legacy Capital Wealth Partners, LLC CRD 291960

$1.52B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Legacy Capital Wealth Partners, Llc

8315 Cantrell Road Suite 200, Little Rock, AR 72227 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-08-21
  • AR RA
    APPROVED
    Since 2026-08-21

Branch Locations

5100 West Jb Hunt Drive Suite 110, Rogers, AR 72758 • United States

8315 Cantrell Road Suite 200, Little Rock, AR 72227 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Capital Wealth Partners, Llc Rogers AR 01/2026 Present
University Of Arkansas Fayetteville AR 08/2020 12/2024
Alterra Winter Park CO 12/2022 04/2023
Northshore Golf Range Little Rock AR 05/2022 06/2025
Valet Resource Group Little Rock AR 06/2019 08/2023
Unemployed N/A XX 02/2016 05/2019
Unemployed N/A XX 07/2025 12/2025
  • 01/2026 → Present
    Rogers, AR
  • 08/2020 → 12/2024
    University Of Arkansas
    Fayetteville, AR
  • 12/2022 → 04/2023
    Alterra
    Winter Park, CO
  • 05/2022 → 06/2025
    Northshore Golf Range
    Little Rock, AR
  • 06/2019 → 08/2023
    Valet Resource Group
    Little Rock, AR
  • 02/2016 → 05/2019
    Unemployed
    N/A, XX
  • 07/2025 → 12/2025
    Unemployed
    N/A, XX
Other Businesses

1) Licensed insurance agent; Not investment-related; Rogers, AR, 72758; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21

View on SEC IAPD

More in Rogers, AR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor