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RIA / WealthAdvisor17 years in industry

Gary Dale Jones

Advisor at SAVVY

LEE'S SUMMIT, MO | NEW YORK, NY

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Search this name across graphsid dfx:ria:e304f72a-ce08-023c-04c3-50c0ced4df78

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 27, 2009 to Sep 16, 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: SAVVY
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: Dec 19, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 19, 2008
First registration: Apr 27, 2009
Dual registered: no
Other names: GARY DALE JONES|GARY JONES|GARY D JONES
IAPD individual key: 1544029

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
Savvy	Independent wealth	Sep 3, 2026	n/a	yes	LEE'S SUMMIT, MO\|NEW YORK, NY	Current employment
Savvy	Independent wealth	Sep 3, 2026	n/a	yes	LEE'S SUMMIT, MO\|NEW YORK, NY	Current employment
FBL WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 3, 2020	n/a	yes	West Des Moines, IA	Current employment
FBL WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 3, 2020	Sep 15, 2026	no	West Des Moines, IA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 28, 2014	Jan 23, 2020	no	OVERLAND PARK, KS	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 22, 2010	Nov 10, 2014	no	OLATHE, KS\|LEAWOOD, KS\|ST. LOUIS, MO\|CHICAGO, IL\|ST. LOUIS, MO\|KANSAS CITY, MO\|KANSAS CITY, MO\|OVERLAND PARK, KS\|CLAYTON, MO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 27, 2009	Sep 1, 2010	no	LEES SUMMIT, 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
FBL WEALTH MANAGEMENT, LLC	Savvy	Sep 15, 2026	Sep 3, 2026	-12	Firm change	Ibd to RIA
VALIC FINANCIAL ADVISORS, INC.	FBL WEALTH MANAGEMENT, LLC	Jan 23, 2020	Jan 3, 2020	-20	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	VALIC FINANCIAL ADVISORS, INC.	Nov 10, 2014	Oct 28, 2014	-13	Firm change	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 1, 2010	Sep 22, 2010	21	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ SAVVYRegistered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ FBL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 3, 2020 to presentfactForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 28, 2014 to Jan 23, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 22, 2010 to Nov 10, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 27, 2009 to Sep 1, 2010factForm ADV

Dated events

Occurred
Sep 15, 2026
Advisor changed firm
Gary Dale Jones left Fbl Wealth Management, LLC for Savvy (registered 2026-09-03)
Form ADVobserved 3 days ago