DJ
DJ

Derek Allan Jones

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
817 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
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Location

401 Congress Avenue, Suite 1540, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derek is the principal of BCA Diesel Fuel Masters, LLC, involved in fuel reclamation, dedicating a few hours per week. He is also the principal of BUIS Capital Advisors, LLC, a business consulting firm, spending minimal time on it.

Employment History
Current Registrations
The Institute
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Institute for Wealth Advisors, INC.
January 2017 - April 2019 · 2 yrs 3 mos
Sowell Management Services
October 2016 - January 2017 · 3 mos
Dinosaur Financial Group, L.L.CBroker
October 2014 - August 2016 · 1 yr 10 mos
Concert Wealth Management
September 2014 - June 2017 · 2 yrs 9 mos
Morgan Stanley
June 2009 - October 2014 · 5 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2014 · 5 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.