# JONES KREG ALLEN

JONES KREG ALLEN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 8 filing roles across Form ADV (8).

## Filings (8)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [EMPIRICAL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/152622) | CHIEF COMPLIANCE OFFICER | SEATTLE, WA |
| — | Form ADV | [D.A. DAVIDSON & CO.](https://search.stillhousedata.com/firm/199) | SENIOR VP, DIRECTOR | GREAT FALLS, MT |
| — | Form ADV | [SIMA WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/159943) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | RICHMOND, VA |
| — | Form ADV | [SIMA RETIREMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/286030) | MANAGING MEMBER/CCO | RICHMOND, VA |
| — | Form ADV | [DIRECTIONAL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/171903) | CHIEF COMPLIANCE OFFICER | SEATTLE, WA |
| — | Form ADV | [DAVIDSON FIXED INCOME MANAGEMENT, INC.](https://search.stillhousedata.com/firm/127844) | DIRECTOR | DENVER, CO |
| — | Form ADV | [AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC](https://search.stillhousedata.com/firm/109178) | CHIEF COMPLIANCE OFFICER | GRANDVILLE, MI |
| — | Form ADV | [CNBS, LLC](https://search.stillhousedata.com/firm/24153) | OWNER | OVERLAND PARK, KS |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.