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Derek Allan Jones

THE Institute

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About Derek Allan Jones

Derek Allan Jones is a financial advisor registered with The Institute. Derek has over 14 years of experience in the financial services industry. Derek is also a principal at BCA Diesel Fuel Masters, LLC and Buis Capital Advisors, LLC. Derek is licensed to provide investment advice in Texas. Derek’s areas of focus are financial planning, investment management, and portfolio management for businesses and individuals. Derek specializes in working with High Net Worth individuals, Pension and Profit Sharing Plans, individuals, and corporations.

Firm Information

Derek Jones is currently registered with THE Institute. THE Institute, based in DENVER, CO, provides financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 1,700 accounts with assets under management totaling over $926 million. They also offer selection of other advisors and manage portfolios for investment companies.
THE Institute

9878 W. BELLEVIEW AVE.

DENVER, CO 80123

$926.92M

Assets Under Management

Not reported

Total Clients

17

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Derek Jones’s Registration & Firm History

TX

05/10/2019 - Present

THE Institute (Austin TX)

TX

10/01/2014 - 08/12/2016

DINOSAUR FINANCIAL GROUP, L.L.C (Fort Worth TX)

TX

06/01/2009 - 10/16/2014

MORGAN STANLEY (AUSTIN TX)

TX

04/09/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 04/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 04/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Allan Jones.
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