Timothy Richard Jones
Investment adviser representative at Purefi Wealth, LLC
12 yearsExperience
2 statesRegistered in
$326.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Purefi Wealth, LLCFeb 2024 to now
- UBS Financial Services Inc.Feb 2014 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Purefi Wealth, LLC
$326.4MAssets managed
98Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2366513
- Firm CRD
- 328459