Nicholas Jones

Employer firm

Crewe Advisors CRD 173920

$3.05B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 04/2020
  Sorenson Capital Partners
  Lehi, UT
• 06/2019 → 08/2019
  Citigroup
  San Francisco, CA
• 08/2020 → 02/2021
  Citigroup
  San Francisco, CA
• 01/2018 → 08/2018
  Merrill Financial Associates
  Provo, UT
• 01/2017 → 06/2017
  The Barrel Room
  San Diego, CA
• 06/2017 → 04/2020
  Brigham Young University
  Provo, UT
• 04/2020 → 08/2020
  Unemployed
  San Diego, CA
• 08/2016 → 01/2017
  Self-Employed
  San Diego, CA
• 09/2021 → 06/2022
  Piper Sandler & Co.
  Houston, TX
• 02/2021 → 09/2021
  Alturas, Llc
  Eagle, ID
• 06/2022 → 10/2024
  Houlihan Lokey Capital, Inc.
  Los Angeles, CA
• 10/2024 → Present
  Crewe Capital
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-09
• S63 Uniform Securities Agent State Law Examination
  2020-10-20

Other Names

• Nick Jones