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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Jones is a financial advisor with Captrust, a firm that specializes in providing wealth management services to a wide range of clients, including individuals, families, businesses, and institutions. Robert has been in the financial services industry since 2005 and has a strong track record of providing clients with personalized advice and investment strategies. Robert is registered to provide investment advice in North Carolina.
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.
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2
NC
01/22/2019 - Present
Captrust (RALEIGH NC)
NC
05/22/2013 - 11/12/2018
MORGAN STANLEY (DURHAM NC)
NE
09/18/2006 - 04/09/2013
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
04/22/2006 - 09/18/2006
TD AMERITRADE, INC. (BELLEVUE NE)
NE
11/22/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
IA
Issued 06/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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