Robert Jones
Robert Jones is a registered investment advisor at R.T. Jones Capital Equities Management INC., based in St. Louis, MO, with 39 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,658 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
R.T. Jones manages investments for clients through Axos and OneAmerica.
For accounts held through Axos, the annual management fees are:
- First $500,000 — 1.00%
- $500,000.01 - $1,500,000 — 0.90%
- $1,500,000.01 - $2,500,000 — 0.85%
- $2,500,000.01 - $3,500,000 — 0.80%
- Over $3,500,000 — 0.75%
For retirement plans administered through OneAmerica, the annual fees are:
- Standard — 0.60%
- QDIA — 0.50%
- Serving as a 3(38) Manager — 0.40%
- Serving as a 3(38) Manager and Artesys appointed as QDIA — 0.30%
Location
8151 Clayton Road, Suite 300, St. Louis, MO, 63117
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2004Regulatory
December 1997Other Business Activities
Robert is the CEO of R.T. Jones Capital Management Inc., a registered investment advisor. He dedicates nearly full-time hours to this activity, including all securities trading hours.
Employment History
Current Registrations
R.T. Jones Capital Equities Management INC.
Previous Registrations
Moloney Securities CO., INC.Broker
Capital Equities Management LLC
Rt Jones Capital Equities INC
R.T. Jones Capital Equities, INC.Broker
Life of Virginia Security Sales, LTD.Broker
State Registrations1 state
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.