Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pittman Jones is a financial advisor with Private Advisor Group, LLC, an independent investment advisor firm based in Morristown, NJ. Robert Pittman Jones is also registered with LPL Financial. Robert Pittman Jones has been a financial advisor since 2000 and has experience in providing financial planning, investment advisory services and portfolio management services for individuals, businesses, and charitable organizations.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
GA
03/28/2018 - Present
Private Advisor Group, LLC (Duluth GA)
GA
10/05/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (Duluth GA)
GA
03/04/2010 - 10/07/2011
SAGE SOUTHEASTERN SECURITIES, INC. (SUWANEE GA)
GA
06/12/2008 - 06/25/2010
FIRST LEGACY SECURITIES, LLC (SUWANEE GA)
GA
02/22/2005 - 06/17/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUWANEE GA)
MO
07/01/2003 - 02/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/16/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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