RJ
RJ

Robert Jones

53 Years of Experience
Houston, TX
Broker

Robert Jones is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 53 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
March 1999 - Present · 27 yrs 2 mos
Raymond James & Associates, INC.Broker
March 1999 - Present · 27 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 1999 - March 1999 · 1 mo
Harris Webb & Garrison, INC.Broker
February 1995 - February 1999 · 4 yrs
Everen Securities, INC.Broker
September 1990 - February 1995 · 4 yrs 5 mos
Lovett Underwood Neuhaus & Webb, INC.Broker
September 1988 - September 1990 · 2 yrs
Boettcher & Company, INC.Broker
September 1987 - September 1988 · 1 yr
Rotan Mosle INC.Broker
May 1980 - September 1987 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - June 1980 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
May 1972 - September 1978 · 6 yrs 4 mos
State Registrations23 states
ALARAZCACODCFLHIILLAMDMONCNMNYOHOKORTNTXUTVAWA
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.