JONES KREG ALLEN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JONES KREG ALLEN appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EMPIRICAL FINANCIAL SERVICES, LLC | CHIEF COMPLIANCE OFFICER | SEATTLE, WA |
| — | Form ADV | D.A. DAVIDSON & CO. | SENIOR VP, DIRECTOR | GREAT FALLS, MT |
| — | Form ADV | SIMA WEALTH PARTNERS, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | RICHMOND, VA |
| — | Form ADV | SIMA RETIREMENT SOLUTIONS, LLC | MANAGING MEMBER/CCO | RICHMOND, VA |
| — | Form ADV | DIRECTIONAL FINANCIAL SERVICES, LLC | CHIEF COMPLIANCE OFFICER | SEATTLE, WA |
| — | Form ADV | DAVIDSON FIXED INCOME MANAGEMENT, INC. | DIRECTOR | DENVER, CO |
| — | Form ADV | AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC | CHIEF COMPLIANCE OFFICER | GRANDVILLE, MI |
| — | Form ADV | CNBS, LLC | OWNER | OVERLAND PARK, KS |