Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Jones is an investment professional with over 50 years of experience in the financial services industry. Robert Jones is currently registered with Raymond James & Associates, Inc. and has been in the industry since 1972. Robert Jones specializes in a variety of investment services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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
TX
03/22/1999 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
NA
02/12/1999 - 03/08/1999
RAYMOND JAMES & ASSOCIATES, INC.
TX
02/14/1995 - 02/25/1999
HARRIS WEBB & GARRISON, INC. (HOUSTON TX)
MO
09/04/1990 - 02/15/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
09/01/1988 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
NA
09/18/1987 - 09/01/1988
BOETTCHER & COMPANY, INC.
NA
05/16/1980 - 09/30/1987
ROTAN MOSLE INC.
NA
09/26/1978 - 06/16/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/18/1972 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 07/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1972
Series 000 - General Securities Principal Examination
BC
Issued 05/17/1972
Series 1 - Registered 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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