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RIA / WealthAdvisor15 years in industry

TIMOTHY ROBERT JONES

Advisor at BCR WEALTH STRATEGIES

Vestavia, AL | VESTAVIA, AL

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Search this name across graphsid dfx:ria:57bf9177-b532-13bb-b06f-b669ed809b00

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BCR WEALTH STRATEGIES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jan 23, 2012
First registration: Mar 9, 2017
Dual registered: no
Other names: TIMOTHY ROBERT JONES
IAPD individual key: 5967989

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BCR WEALTH STRATEGIES	Independent wealth	Apr 9, 2021	n/a	yes	VESTAVIA, AL\|Vestavia, AL	Current employment
TD AMERITRADE, INC.	Former SEC adviser	Feb 27, 2018	Jan 11, 2021	no	SHREVEPORT, LA\|HUNTSVILLE, AL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Dec 31, 2020	no	OMAHA, NE\|Huntsville, AL	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Mar 9, 2017	Feb 26, 2018	no	SAINT LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TD AMERITRADE, INC.	BCR WEALTH STRATEGIES	Jan 11, 2021	Apr 9, 2021	88	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Feb 27, 2018	-1,038	Bulk transfer	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (4)

→ BCR WEALTH STRATEGIESRegistered adviserregistration: current employment
Apr 9, 2021 to presentfactForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 27, 2018 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Dec 31, 2020factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 9, 2017 to Feb 26, 2018factForm ADV

Dated events

No dated event names this entity yet.