Jonas Roos is a CFP-designated registered investment advisor at Capital Investment Advisors, LLC, based in Dallas, TX, with 19 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,698 clients with $6.3B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited instances.
Fee Estimator
Location
5495 Belt Line Road, Ste 390, Dallas, TX, 75254
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Regulatory History
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 →Other Business Activities
Jonas has 50% ownership in Tricia Roos Consulting LLC / DBA Role Call Consulting, an education consulting business started in May 2021. He does not participate in the operation of the business and dedicates minimal time to it.
Employment History
Current Registrations
Capital Investment Advisors, LLC
Previous Registrations
Guidestone Advisors
Guidestone Financial ServicesBroker
Pfpc Distributors, INC.Broker
Edward JonesBroker
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.