AdvisorOS Directory
Claim Profile
Unclaimed Profile
TV

Thomas Edward Villalta

STEPHEN JONES CAPITAL MANAGEMENT, INC.·AUSTIN, Texas
Clean recordSTEPHEN JONES CAPITAL MANAGEMENT, INC.
2705 BEE CAVE ROAD, AUSTIN, TX 78746CRD# 2271757Firm CRD# 133939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Edward Villalta · AUSTIN, TX
Registration
CRD #2271757 · STEPHEN JONES CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Edward Villalta is a registered financial advisor based in AUSTIN, Texas, affiliated with STEPHEN JONES CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
STEPHEN JONES CAPITAL MANAGEMENT, INC.
STEPHEN JONES CAPITAL MANAGEMENT, INC.
AUM
$6M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STEPHEN JONES CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2271757
Firm CRD# 133939
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Thomas Edward Villalta offer?
Thomas Edward Villalta specializes in Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.
What are Thomas Edward Villalta's credentials?
Thomas Edward Villalta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Edward Villalta located?
Thomas Edward Villalta is based in AUSTIN, Texas, working with STEPHEN JONES CAPITAL MANAGEMENT, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Thomas Edward Villalta charge for services?
Thomas Edward Villalta'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 STEPHEN JONES CAPITAL MANAGEMENT, INC.?
STEPHEN JONES CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STEPHEN JONES CAPITAL MANAGEMENT, INC.

Stephen Martin Jones
AUSTIN, TX

More Advisors in AUSTIN, Texas

Charles M Preston
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Shelley Boyd Mcafee
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Melissa Kasper
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Melissa Rodriguez-Kirk
HUB INVESTMENT PARTNERS, LLC·AUSTIN, TX
Adam B. Reinking
REDBUD ADVISORS LLC·AUSTIN, TX
Juan A Marquez
COMUNIDAD FUND I MANAGER, LLC·AUSTIN, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile