Robert Jones
Robert Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, WV, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
500 Virginia St E, Suite 910, Charleston, WV, 25301
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2012Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations27 states
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.