Robert JonesCRD Number: 3111524
Current Firm: Victus Capital Wealth
Robert Jones (CRD# 3111524) is an Investment Advisor Representative working at Victus Capital Wealth in Los Angeles, CA and has over 12 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Victus Capital Wealth||Los Angeles, CA||Aug 2014 - Current||3|
|Beverly Hills Wealth Management, LLC||Beverly Hills, CA||Feb 2011 - Current||7|
|Mutual Securities, Inc.||Camarillo, CA||Mar 2012 - Sep 2014||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2011 - Mar 2012||1|
|Morgan Stanley Smith Barney||Beverly Hills, CA||Jun 2009 - Feb 2011||1|
|Morgan Stanley & Company, Incorporated||Beverly Hills, CA||Apr 2007 - Feb 2011||3|
|Harvard - Westlake High School||North Hollywood, CA||Feb 2009 - May 2009||< 1|
|Harvard - Westlake High School||North Hollywood, CA||Feb 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management172MILLIONS
Total Number of Accounts577ACCOUNTS
Average Account Value$298,094
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, TX
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