Brian Zachary Jones
Investment adviser representative at Strategic Financial Concepts, LLC
6 yearsExperience
1 stateRegistered in
$927.7MFirm assets
19 yearsFirm in business
Are you Brian Zachary Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Strategic Financial Concepts, LLCDec 2015 to now
- LPL Financial, LLCJan 2016 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Financial Concepts, LLC
$927.7MAssets managed
3,824Clients
39Advisers
19 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
- 6367352
- Firm CRD
- 141849