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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jones is a financial advisor with Strategic Financial Concepts, LLC, a Registered Investment Advisor firm located in San Antonio, Texas. Brian specializes in providing investment advisory services to individuals, businesses, and retirement plans. Brian is also a registered representative of LPL Financial LLC. Brian provides financial planning services, portfolio management, and retirement planning. Brian Jones is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and business planning services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
TX
12/08/2015 - Present
Strategic Financial Concepts, LLC (SAN ANTONIO TX)
TX
06/13/2018 - 04/29/2022
LPL FINANCIAL LLC (AUSTIN TX)
TX
01/04/2016 - 09/15/2016
LPL FINANCIAL LLC (CEDAR PARK TX)
TX
08/01/2014 - 12/07/2015
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
IA
Issued 11/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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