Investment adviser representative · Branson Fowlkes Russell Inc.
Dallas L. Jones
CRD 1825351 · Houston, TX
At a glance
Dallas L. Jones is an investment adviser representative with Branson Fowlkes Russell Inc. in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dallas’s SEC record dates to 1998, about 28 years ago.
Current advisory firms
- Branson Fowlkes Russell Inc.Since March 2023Houston, TX · $2M in regulatory assets
- Branson Fowlkes & Co. Inc.Since November 2004Houston, TX · $439M in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Dallas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Branson Fowlkes Russell Inc.
- Jay W. BransonHouston · Certified Financial Planner
- Maco S. FowlkesHouston · Certified Financial Planner, Chartered Financial Consultant
- Trocon G. ReffellHouston · Certified Financial Planner
- Mark E. WilsonHouston
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