# DEREK ALLAN JONES

DEREK ALLAN JONES is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with INSTITUTE FOR WEALTH MANAGEMENT LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INSTITUTE FOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/127207) | 2019-05-10 | present | Yes |
| [INSTITUTE FOR WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/149347) | 2017-01-26 | 2019-04-30 | — |
| [SOWELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/127145) | 2016-10-07 | 2017-01-25 | — |
| [CONCERT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/141253) | 2014-09-30 | 2017-06-19 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2014-10-16 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-27 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5289800)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5289800.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.