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Nicholas Jones

Crewe Advisors

Salt Lake City, UT

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Current Employers
Crewe Advisors

650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-12
  • UT RA
    APPROVED
    Since 2025-05-12

Branch Locations

650 S. Main Street Suite 700, Salt Lake City, UT 84101 • 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
Sorenson Capital Partners Lehi UT 01/2020 04/2020
Citigroup San Francisco CA 06/2019 08/2019
Citigroup San Francisco CA 08/2020 02/2021
Merrill Financial Associates Provo UT 01/2018 08/2018
The Barrel Room San Diego CA 01/2017 06/2017
Brigham Young University Provo UT 06/2017 04/2020
Unemployed San Diego CA 04/2020 08/2020
Self-Employed San Diego CA 08/2016 01/2017
Piper Sandler & Co. Houston TX 09/2021 06/2022
Alturas, Llc Eagle ID 02/2021 09/2021
Houlihan Lokey Capital, Inc. Los Angeles CA 06/2022 10/2024
Crewe Capital Salt Lake City UT 10/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
S63 Uniform Securities Agent State Law Examination 2020-10-20
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09
  • S63 Uniform Securities Agent State Law Examination
    2020-10-20
Other Names
  • Nick Jones

View on SEC IAPD

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Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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