Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arthur Jones is a financial advisor with Captrust, a firm that specializes in providing investment management and advisory services to individuals, families, and institutions. Robert has been in the financial services industry since 1981 and has a wealth of experience in helping clients achieve their financial goals. Robert is registered with FINRA and the state of North Carolina, and is also a Series 65 Registered Investment Advisor. In addition to his role at Captrust, Robert also manages a private investment vehicle for personal investments, which demonstrates his commitment to providing financial guidance beyond his professional work.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
09/04/2018 - Present
Captrust (Charlotte NC)
NC
06/15/2002 - 10/12/2009
WELLS FARGO ADVISORS, LLC (HIGH POINT NC)
NC
07/20/1981 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/27/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/31/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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