Rod Jones (CRD# 2401144) is an Investment Advisor Representative working at Cain Capital Management, LP in Dallas, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cain Capital LLC | Dallas, TX | Jan 2014 - Current | 10 |
| Chertoff Capital LLC | Washington, DC | May 2015 - Dec 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
- TX
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts92ACCOUNTS
-
Average Account Value$1,507,941
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
TX
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