AdvisorOS Directory
Claim Profile
Unclaimed Profile
BJ

Becky Lynn Jones

ISLAY CAPITAL MANAGEMENT, LLC·LUBBOCK, Texas
Clean recordISLAY CAPITAL MANAGEMENT, LLC
8001 QUAKER AVENUE, LUBBOCK, TX 79424CRD# 5896521Firm CRD# 114531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Becky Lynn Jones · LUBBOCK, TX
Registration
CRD #5896521 · ISLAY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Becky Lynn Jones is a registered financial advisor based in LUBBOCK, Texas, affiliated with ISLAY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Becky

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

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

03

Firm Overview

Firm
ISLAY CAPITAL MANAGEMENT, LLC
MCDONALD CAPITAL MANAGEMENT
AUM
$287M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ISLAY CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 5896521
Firm CRD# 114531
View on FINRA BrokerCheck →

Looking for a financial advisor in LUBBOCK?

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

Browse LUBBOCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Becky Lynn Jones offer?
Becky Lynn Jones specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Becky Lynn Jones's credentials?
Becky Lynn Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Becky Lynn Jones located?
Becky Lynn Jones is based in LUBBOCK, Texas, working with ISLAY CAPITAL MANAGEMENT, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Becky Lynn Jones charge for services?
Becky Lynn Jones's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ISLAY CAPITAL MANAGEMENT, LLC?
ISLAY CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $287M 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 ISLAY CAPITAL MANAGEMENT, LLC

Jeffrey Michael Mercer
LUBBOCK, TX
Eric Craig Mcdonald
LUBBOCK, TX

More Advisors in LUBBOCK, Texas

Patrick Joseph Tombs
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
Brit Chelsee Inman-Swanson
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
Charles Matthew Wood
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
Bryan Nicolas Sauceda
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
David Betasso Tombs
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
John Howard Russell
STRATEGY, INC.·LUBBOCK, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile