Robert Jones, financial advisor Los Angeles CA
93 score

Robert Jones

CRD 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.

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Dash Investments
Company Name Location Dates Years
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
Harvard - Westlake High School North Hollywood, CA Feb 2007 - May 2007 < 1
Morgan Stanley Beverly Hills, CA Apr 2005 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Robert H. Jones
Phone Number: 310-622-1280
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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