Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Justin Jones is a financial advisor at LPL Financial LLC. Robert has over 20 years of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, 24, 55, 63, and 66. Robert has a deep understanding of the financial markets and is committed to providing personalized financial advice to his clients. Robert has previously worked with other firms, including XNERGY FINANCIAL LLC, T3 TRADING GROUP, LLC, MML INVESTORS SERVICES, LLC, and AVATAR SECURITIES, LLC. Robert specializes in providing investment advice to individuals, families, and businesses. Robert is passionate about helping his clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/09/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/13/2020 - 08/10/2021
XNERGY FINANCIAL LLC (LOS ANGELES CA)
NY
12/05/2019 - 05/04/2020
T3 TRADING GROUP, LLC (NEW YORK NY)
CA
02/28/2018 - 10/22/2018
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
NY
12/01/2015 - 07/28/2016
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
04/19/2011 - 11/25/2015
AVATAR SECURITIES, LLC (NEW YORK NY)
NY
12/20/2006 - 10/20/2009
G-2 TRADING,LLC (NEW YORK NY)
NY
10/11/2001 - 10/23/2003
WORLDCO, L.L.C. (NEW YORK NY)
NY
02/20/2001 - 03/13/2001
WORLDCO, L.L.C. (NEW YORK NY)
NY
10/08/1998 - 12/02/1998
WARBURG DILLON READ LLC (NEW YORK NY)
NY
08/13/1997 - 07/20/1998
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 11/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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