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Robert Boyd Jones

1900 Wealth

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About Robert Boyd Jones

Robert Boyd Jones is an investment advisor representative with 1900 Wealth. Robert is a Chartered Financial Analyst and has been in the industry since 2007. Robert has experience working for Barclay's Capital and Lehman Brothers. Robert is registered in Texas and has passed both Series 7 and Series 63 exams. Currently, Robert specializes in financial planning, pension consulting and the selection of other advisors.

Firm Information

Robert Jones is currently registered with 1900 Wealth. 1900 Wealth is a Registered Investment Advisor (RIA) based in San Antonio, Texas. They manage over $1.87 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, pooled investment vehicles, and banking or thrift institutions. The firm offers financial planning, pension consulting, portfolio management, and selection of other advisors.
1900 Wealth

1900 BROADWAY

SAN ANTONIO, TX 78215

$1.87B

Assets Under Management

14

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Consulting fees

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Robert Jones’s Registration & Firm History

TX

06/13/2023 - Present

1900 Wealth (SAN ANTONIO TX)

NY

09/22/2008 - 07/16/2009

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

10/17/2007 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Boyd Jones.
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