Robert Jones
Robert Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Beach Gardens, FL, with 41 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
Palm Beach Gardens, FL
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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 ActivitiesSells Insurance
Robert is the president of R. Marshall Jones, Inc. where he sells life insurance and annuity contracts, and also provides insurance consulting/expert witness services. He also serves as a trustee for several trusts and is involved with Palm Beach Atlantic University and the Jewish Community Foundation, and is an owner/principal at Jones Lowry LLC.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Mimlic Sales CorporationBroker
Dataplan Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Vestax Securities CorporationBroker
State Registrations18 states
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