Timothy Jones
BCR Wealth Strategies · Vestavia, Alabama
Timothy Jones is a fee-only financial advisor at BCR Wealth Strategies in Vestavia, Alabama. Timothy charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Founders
- Physicians
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | BCR Wealth Strategies |
|---|---|
| Based in | Vestavia, Alabama |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $528.1M across 1,219 accounts |
| SEC registration | Investment adviser representative in AL · CRD 5967989 |
| Exams passed | Series 63 (2012) · Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bcrwealth.com |
| Profile |
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Questions about Timothy
Is Timothy Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and BCR Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy charges a percentage of assets.
Where is Timothy Jones based?
Timothy Jones is based in Vestavia, Alabama.
What does Timothy specialize in?
Timothy's specialties include retirement planning. Timothy works with founders, physicians, high earners, mid-life transitions and divorced individuals.
Is Timothy Jones registered with the SEC?
Yes. Timothy Jones is registered as an investment adviser representative in AL (CRD 5967989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCR Wealth Strategies manage?
BCR Wealth Strategies reports $528.1M across 1,219 accounts in assets under management.
How do I contact Timothy Jones?
Through Timothy's website, www.bcrwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- BCR Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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