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Robert Jones

Raymond James Financial Services Advisors, INC
34 Years of Experience
Charleston, WV
1 DisclosureBroker
View SEC Summary
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Robert Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, WV, with 34 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 Virginia St E, Suite 910, Charleston, WV, 25301

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History

Regulatory History (1)
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Judgment / Lien
May 2012
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is an officer (Treasurer and Secretary) at Access Systems since 2001, spending minimal time reviewing financials and assisting his wife. He is also an owner of Jones Monk and Ranson LLC since 2002, dedicating minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Raymond James Financial Services
August 2002 - January 2009 · 6 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1998 - July 2002 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - July 2002 · 8 yrs 10 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
July 1983 - December 1984 · 1 yr 5 mos
State Registrations27 states
ALCACODCFLGAILINKYLAMAMDMTNCNHNJNYOHOKPASCTNTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Robert Jones - Financial Advisor | TrueAdvisor