Nicholas Jones
Investment adviser representative at Crewe Advisors
10 yearsExperience
1 stateRegistered in
$3.1BFirm assets
11 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Crewe AdvisorsMay 2025 to now
- Crewe CapitalOct 2024 to now
- Houlihan Lokey Capital, Inc.Jun 2022 to Oct 2024
- Piper Sandler & Co.Sep 2021 to Jun 2022
- Alturas, LLCFeb 2021 to Sep 2021
- CitigroupAug 2020 to Feb 2021
- UnemployedApr 2020 to Aug 2020
- Sorenson Capital PartnersJan 2020 to Apr 2020
- CitigroupJun 2019 to Aug 2019
- Merrill Financial AssociatesJan 2018 to Aug 2018
- Brigham Young UniversityJun 2017 to Apr 2020
- The Barrel RoomJan 2017 to Jun 2017
- Self-employedAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Crewe Advisors
Legal name: Crewe Advisors LLC
$3.1BAssets managed
759Clients
26Advisers
11 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
- 6907025
- Firm CRD
- 173920