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David Bennett Jones

STONECREST ADVISORS, INC.·AUSTIN, Texas
SIE, Series 7, Series 24, Series 66, Series 99TOClean record9 years registeredSTONECREST ADVISORS, INC.
300 WEST 6TH STREET, AUSTIN, TX 78701CRD# 4915605Firm CRD# 142095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bennett Jones · AUSTIN, TX
Registration
CRD #4915605 · STONECREST ADVISORS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

STONECREST ADVISORS, INC.
Aug 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Series 99TO
Registration record
First registered · August 3, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONECREST ADVISORS, INC.
CRD 142095 · SEC 801-128386
AUM
$134M
Regulatory assets under management
Employees
14
310 client accounts
Services offered by STONECREST ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONECREST ADVISORS, INC. →
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05

Frequently Asked Questions

What services does David Bennett Jones offer?
David Bennett Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are David Bennett Jones's credentials?
David Bennett Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bennett Jones located?
David Bennett Jones is based in AUSTIN, Texas, working with STONECREST ADVISORS, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does David Bennett Jones charge for services?
David Bennett Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONECREST ADVISORS, INC.?
STONECREST ADVISORS, INC. has approximately 14 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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