Timothy Jones has held the title Member at BCR Wealth Strategies since January 2025, is not listed as a control person, but directly owns under 5% of the firm. Timothy Jones holds a Bachelor's degree in business management from the University of Mississippi.
BCR Wealth Strategies, LLC is a Vestavia, AL firm with $528M under management, 362 clients and 7 advisers across 2 offices, as of its September 2026 filing.
Tim Jones is Financial Advisor, Vice President and Shareholder of BCR Wealth Strategies. He works with individuals and families on retirement, investments, tax planning, estate planning and other areas of their financial lives. He collaborates with BCR's leadership team on firm-wide strategy and leads initiatives on improving the client experience.
Timothy Jones’ longest registration is the current one, 5 years at BCR Wealth Strategies since 2021. Before joining BCR Wealth Strategies in 2021, Timothy Jones was registered through TD Ameritrade, Inc. and TD Ameritrade Investment Management, LLC.
- BCR Wealth StrategiesCurrent– present · 5 yearsVestavia, AL · Adviser representative · Firm CRD 119670
- TD Ameritrade, Inc.– · 2 yearsHuntsville, AL · Adviser representative · Firm CRD 7870
- TD Ameritrade Investment Management, LLC– · 2 yearsHuntsville, AL · Adviser representative · Firm CRD 111514
- Scottrade Investment Management– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 169988
Professional designations
Listed by BCR Wealth Strategies
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Timothy Jones is registered as an investment adviser representative in Alabama, since April 2021.
- AlabamaSince 9 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 March 2017 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 8 August 2015 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 19 June 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2012 |
| Series 7 | General Securities Representative Examination | 21 December 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Robert Jones
- CRD
- 5967989
- Firm
- BCR Wealth Strategies · CRD 119670
- Role
- Member
- Office
- 1952 Urban Center Parkway, Vestavia, AL 35242
- Registration
- Investment adviser registration
- In the industry since
- March 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bcrwealth.com
Where does Timothy Jones work?
Timothy Jones has held the title Member at BCR Wealth Strategies, LLC since January 2025.
Is Timothy Jones a financial advisor?
Yes. Timothy Jones has a current investment-adviser registration in Alabama, through BCR Wealth Strategies since April 2021.
How many years of experience does Timothy Jones have?
Timothy Jones has 14 years in the financial industry, since March 2012, across 4 adviser firms.
What exams has Timothy Jones passed?
Timothy Jones has passed 5 licensing exams: the Series 7, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in December 2011. FINRA credited Timothy Jones with the SIE, which began in October 2018.
Where did Timothy Jones work before BCR Wealth Strategies?
Before BCR Wealth Strategies, Timothy Jones was registered through TD Ameritrade, Inc., February 2018 to January 2021; TD Ameritrade Investment Management, LLC, February 2018 to December 2020; Scottrade Investment Management, March 2017 to February 2018.
Where is Timothy Jones based?
Timothy Jones’ registered office is in Vestavia, AL.
Is Timothy Jones registered with FINRA?
No. Timothy Jones has no current broker registration.
Is Timothy Jones a CFP?
BCR Wealth Strategies lists Timothy Jones with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Timothy Jones’ record?
Search CRD 5967989 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Jones’ full registration record.