linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dallas Leigh Jones

Branson Fowlkes Russell Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dallas? Claim Your Profile

About Dallas Leigh Jones

Dallas Leigh Jones is a registered Investment Advisor Representative with Branson Fowlkes Russell Inc. and Branson Fowlkes & Co. Inc. in Houston, Texas. Dallas has been in the financial services industry since 1988 and has experience with various investment strategies and client types. Dallas's primary specialization areas are investment strategies, retirement plans, and managed account portfolios.

Firm Information

Dallas Jones is currently registered with Branson Fowlkes Russell Inc.. Branson Fowlkes Russell Inc. is a Houston, TX-based firm that provides portfolio management services for individuals and businesses, as well as pension consulting. They manage approximately $915,715 in assets for one high-net-worth individual client. The firm has 3 licensed agents and 6 investment advisor representatives.
Branson Fowlkes Russell Inc.

19 BRIAR HOLLOW LANE

HOUSTON, TX 77027

$915,715

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dallas Jones’s Registration & Firm History

TX

03/02/2023 - Present

Branson Fowlkes Russell Inc. (HOUSTON TX)

RI

10/23/1992 - 02/10/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

AZ

03/11/1991 - 10/13/1992

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CA

01/03/1989 - 03/15/1991

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

06/13/1988 - 01/05/1989

PW SECURITIES, INC.

Not sure if Dallas Leigh Jones is right for you?

Licenses & Designations

BC

Issued 05/27/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/1990

Series 24 - General Securities Principal Examination

BC

Issued 05/09/2019

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

BC

Issued 05/27/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Dallas Leigh Jones. Review regulatory record here.
Not sure if Dallas Leigh Jones is right for you?