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Registered advisor
S••••• T••• J••••
Feed of 09/14/2026
Also filed as Steve Troy Jones
At current firm
1 y
since Mar 24, 2025
In the industry
26 y
since Jul 11, 2000 (earliest exam, job or registration)
Prior registered firms
5
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
- L•• F•••••••• L•• BD affiliated currentsince Mar 24, 2025 · Longmont, Co
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedAug 3, 2010 to Mar 25, 2025 · Longmont, Co
- W•••• F•••• I••••••••• L•• unclassifiedSep 9, 2005 to Aug 9, 2010 · Westminster, Co
- A••••••••• A•••••• S•••••••• I••• unclassifiedSep 16, 2004 to Sep 13, 2005 · Boulder, Co
- A• G• E•••••• • S•••• I••• unclassifiedAug 23, 2004 to Sep 17, 2004 · Boulder, Co
- Q•••• • R•••••• I••• unclassifiedSep 6, 2002 to Sep 16, 2004 · Boulder, Co
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to L•• F•••••••• L••left Mar 25, 2025, registered Mar 24, 2025 (-1 days) · Affiliated broker-dealer or bank to another
- W•••• F•••• I••••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Aug 9, 2010, registered Aug 3, 2010 (-6 days) · Other
- A••••••••• A•••••• S•••••••• I••• to W•••• F•••• I••••••••• L••left Sep 13, 2005, registered Sep 9, 2005 (-4 days) · Other
- A• G• E•••••• • S•••• I••• to A••••••••• A•••••• S•••••••• I•••left Sep 17, 2004, registered Sep 16, 2004 (-1 days) · Other
- Q•••• • R•••••• I••• to A• G• E•••••• • S•••• I•••left Sep 16, 2004, registered Aug 23, 2004 (-24 days) · Other
Signals
- S••••• T••• J•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L•• (registered 2025-03-24)Mar 25, 2025 · a•••••• firm change · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address