DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Victor Dwain Jones
Certified Financial Planner · Chartered Financial Consultant · Personal Financial Specialist
Feed of 09/14/2026
At current firm
3 y
since Jun 28, 2023
In the industry
36 y
since Aug 24, 1990 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Victor Jones Cpa, Pc state registered currentsince Jun 28, 2023 · Seattle, Wa
- Infinity Financial Services Advisory independent RIADec 24, 2020 to Apr 10, 2023 · Oakland, Ca
- Infinity Financial Services unclassifiedJun 8, 2016 to Dec 31, 2020 · Seattle, Wa
- Modern Capital Advisors, LLC independent RIASep 5, 2014 to Jun 8, 2016 · Los Angeles, Ca
- Jones Financial Advisors unclassifiedFeb 2, 2012 to Dec 31, 2012 · Torrance, Ca
- St. Bernard Financial Services, Inc. BD affiliatedJan 6, 2012 to Jul 8, 2014 · Torrance, Ca
- Jones Financial Advisors unclassifiedJan 24, 2011 to Dec 31, 2011 · Torrance, Ca
- Jones Financial Advisors unclassifiedMar 5, 2009 to Dec 31, 2010 · Torrance, Ca
- Jones Financial Advisors unclassifiedJul 29, 2004 to Dec 31, 2008 · Paramount, Ca
- Jones Financial Group, Inc. unclassifiedMar 21, 2002 to Sep 3, 2003 · Hawthorne, Ca
Moves
a registration end followed by a registration begin elsewhere
- Infinity Financial Services Advisory to Victor Jones Cpa, Pcleft Apr 10, 2023, registered Jun 28, 2023 (79 days) · RIA to a state-registered adviser
- Infinity Financial Services to Infinity Financial Services Advisoryleft Dec 31, 2020, registered Dec 24, 2020 (-7 days) · Other
- Modern Capital Advisors, LLC to Infinity Financial Servicesleft Jun 8, 2016, registered Jun 8, 2016 (0 days) · Other
- St. Bernard Financial Services, Inc. to Jones Financial Advisorsleft Jul 8, 2014, registered Feb 2, 2012 (-887 days) · Other
- Jones Financial Advisors to Modern Capital Advisors, LLCleft Dec 31, 2012, registered Sep 5, 2014 (613 days) · Other
- Jones Financial Advisors to St. Bernard Financial Services, Inc.left Dec 31, 2011, registered Jan 6, 2012 (6 days) · Other
- Jones Financial Group, Inc. to Jones Financial Advisorsleft Sep 3, 2003, registered Jul 29, 2004 (330 days) · Other
Signals
- Victor Dwain Jones left Infinity Financial Services Advisory for Victor Jones Cpa, Pc (registered 2023-06-28)Apr 10, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address