Unclaimed Profile

James Stephen Jones

CREWS & ASSOCIATES, INC.·LITTLE ROCK, Arkansas

CREWS & ASSOCIATES, INC.

521 PRESIDENT CLINTON AVENUE, LITTLE ROCK, AR 72201CRD# 502536Firm CRD# 8052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Stephen Jones · LITTLE ROCK, AR

Registration

CRD #502536 · CREWS & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

James Stephen Jones is a registered financial advisor based in LITTLE ROCK, Arkansas, affiliated with CREWS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CREWS & ASSOCIATES, INC.

AUM

$112M

Regulatory assets under management

Employees

130

Total firm employees

View all advisors at CREWS & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 502536

Firm CRD# 8052

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Stephen Jones offer?

James Stephen Jones specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are James Stephen Jones's credentials?

James Stephen Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Stephen Jones located?

James Stephen Jones is based in LITTLE ROCK, Arkansas, working with CREWS & ASSOCIATES, INC.. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does James Stephen Jones charge for services?

James Stephen Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREWS & ASSOCIATES, INC.?

CREWS & ASSOCIATES, INC. has approximately 130 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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