Brian Jones is a registered investment advisor at Strategic Financial Concepts, LLC, based in San Antonio, TX, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
901 NE Loop 410, Suite 100, San Antonio, TX, 78209
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian works in the Wealth Management Division of Capitol Credit Union and provides investment advisory services through Strategic Financial Concepts LLC and PrimeWay Investment Resources, spending about 10-20% of his time on each. Brian also sells non-variable insurance, including fixed, life, health, and disability insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.