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8111 Preston Road, Suite 420, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-01-15 |
Branch Locations
8111 Preston Road Suite 420, Dallas, TX 75225-6315 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J C Associates, Inc. | Dallas | TX | 08/1992 | Present |
| J C Texas Investment Advisors, Ltd. | Dallas | TX | 11/2003 | Present |
| J C Advisors, Llc | Dallas | TX | 10/2001 | Present |
| J C Properties, Ltd. | Dallas | TX | 10/2001 | Present |
| Preston Floyd Realty, Inc. | Dallas | TX | 12/1992 | Present |
| Amelia Bryan Crank 1992 Trust | Dallas | TX | 03/1992 | Present |
LISTED UNDER ITEM 12 - EMPLOYMENT HISTORY. JAMES CRANK FORMED JC TEXAS INVESTMENT ADVISORS, LTD. IN NOVEMBER, 2003. THE FIRM IS ENGAGED TO PROVIDE INVESTMENT ADVISORY SERVICES. THE ADDRESS OF THE FIRM IS 8111 PRESTON RD., SUITE 420, DALLAS, TX 75225. MR. CRANK IS THE MANAGING PARTNER OF JC TEXAS INVESTMENT ADVISORS, LTD. MR. CRANK WORKS APPROXIMATELY 25 HOURS PER WEEK AT THE FIRM OF WHICH 10 HOURS PER WEEK ARE DURING MARKET HOURS. MR. CRANK'S DUTIES INVOLVE MANAGING EQUITY AND FIXED-INCOME PORTFOLIOS. . Mr. Crank is the Managing Partner for J C Advisors, LLC and J C Properties, Ltd.. J C Advisors, LLC owns interest in J C Texas Investment Advisors, Ltd., J C Properties, Ltd. and AMG Asset Advisors, Ltd. J C Properties, Ltd. is a family partnership that is predominately invested in oil & gas interests. AMG Asset Advisors, Ltd is majority owned by Mr. & Mrs. Crank's children. Crank Management Trust is jointly owned with Mr. Crank's sister as a potential source of funds for immediate family needs that may become necessary with Mr. Crank's step mother and Mr. Crank serves as co-trustee. Mr. Crank serves as a co-trustee for the Amelia Bryan Crank 1991 Trust, Madeline Claire Crank 1993 Trust and Carolena Gabrielle Crank 1996 Trust for the benefit of each of those respective named children. Mr. Crank is the President, Manager and co-owner of J C Associates, Inc. that is in the general investment business. Preston Floyd Realty, Inc. is predominately a real estate investment vehicle that is owned by Mr. Crank and he serves as President and Manager. Double Barrelled Partners was an entity that was terminated in 2006 and served in conjunction with Goliad Partnership. Mr. Crank is a partner in Goliad Partnership, a general partnership, that invest in oil & gas, real estate and small businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-14 |
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