Robert Jones
Robert Jones is a registered investment advisor at Primerica Advisors, based in Kansas City, MO, 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 Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
5800 East Bannister Rd, Suite 240B, Kansas City, MO, 64134
Get directionsHistory
Regulatory History (12)
Judgment / Lien
August 2021Judgment / Lien
August 2019Judgment / Lien
April 2019Judgment / Lien
December 2018Judgment / Lien
June 2018Judgment / Lien
July 2016Judgment / Lien
April 2016Judgment / Lien
December 2015Judgment / Lien
August 2012Judgment / Lien
April 2012Judgment / Lien
July 2011Judgment / Lien
April 2009Other Business Activities
Robert sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Robert is also a Minister and Board Member at Mt Pleasant Baptist Church since 1998.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations6 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.
Exams
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