Robert Jones (CRD# 6564531) is an Investment Advisor Representative working at Cerity Partners LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners, LLC | New York, NY | Jan 2024 - Current | < 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Dec 2020 - Current | 3 |
| Ayco/goldman Sachs & Company LLC | Troy, MI | Jan 2021 - Jan 2024 | 3 |
| The Ayco Company, L.p./mercer Allied | Troy, MI | Aug 2015 - Jan 2021 | 5 |
| Wayne State University | Detroit, MI | Aug 2013 - May 2015 | 1 |
| Lumin Financial, LLC | Southfield, MI | Mar 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CO
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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