Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Belton Jones is a financial advisor at Raymond James & Associates, Inc. Robert has been in the financial services industry since 1991. Robert holds licenses in both Broker-Dealer and Investment Advisory roles. Robert has worked with a variety of clients including individuals, corporations, and institutions. Robert's specializations include financial planning, retirement planning, and investment management. Robert is licensed to provide services in a number of states including Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Louisiana, Minnesota, Missouri, New Hampshire, New Mexico, South Carolina, Texas, Virginia, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
03/15/2024 - Present
Raymond James & Associates, Inc. (SANTA FE NM)
NM
09/05/2012 - 03/22/2024
WELLS FARGO CLEARING SERVICES, LLC (SANTA FE NM)
NM
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (SANTA FE NM)
NM
01/09/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA FE NM)
NY
10/02/1996 - 11/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/15/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
05/17/1993 - 10/15/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/13/1987 - 05/28/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/25/1987 - 05/29/1987
TEXAS COMMERCE EQUITIES, INC.
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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